Process Orders (PP-PI-POR

)

Release 4.6C

HELP.PPPI

Process Orders (PP-PI-POR)

SAP AG

Copyright
© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation. ORACLE® is a registered trademark of ORACLE Corporation. INFORMIX®-OnLine for SAP and Informix® Dynamic Server Informix Software Incorporated.
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Process Orders (PP-PI-POR)

Icons
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Contents
Process Orders (PP-PI-POR) .............................................................................8
Process Order................................................................................................................................ 9 Data Flow During Process Manufacturing................................................................................ 10 Process Order Management....................................................................................................... 11 Order Processing ........................................................................................................................ 14 Order Closing .............................................................................................................................. 15 Creating Process Orders ............................................................................................................ 16 Creating Process Orders With Material & Master Recipe ....................................................... 18 Production Version Selection ................................................................................................... 20 Selecting Production Versions Manually ............................................................................ 22 Selecting a Master Recipe ....................................................................................................... 23 Parameters in Customizing................................................................................................. 24 Validity of the Recipe .......................................................................................................... 25 Automatic Master Recipe Selection.................................................................................... 26 Selection Priorities ......................................................................................................... 27 Example: Selection Priorities.................................................................................... 28 Automatic Batch Creation ........................................................................................................ 29 Operation Overview ................................................................................................................. 30 Changing Operation/Phase Data ............................................................................................. 31 Changing Process Instructions ................................................................................................ 32 Assigning Values to Process Instruction Characteristics......................................................... 33 Creating Process Orders with a Material and Without a Master Recipe ............................... 35 Creating Process Orders Without a Material and With a Master Recipe............................... 37 Creating Process Orders Requiring Approval ......................................................................... 38 Converting Planned Orders Collectively .................................................................................. 41 Converting Planned Orders Individually................................................................................... 43 Partially Converting Planned Orders ........................................................................................ 44 Scheduling ................................................................................................................................... 46 Scheduling Types........................................................................................................................ 47 Scheduling Parameters in Customizing ................................................................................... 48 Changing the Scheduled Dates Manually................................................................................. 49 Order Floats ................................................................................................................................. 50 How the Control Key Influences Scheduling............................................................................ 51 Scheduling Phases ..................................................................................................................... 52 Scheduling Rules ........................................................................................................................ 53 Secondary Resource Scheduling .............................................................................................. 54 Midpoint Scheduling and Capacity Scheduling ....................................................................... 56 Capacity Requirements .............................................................................................................. 57 Scheduling Log and Results ...................................................................................................... 58 Scheduling and Scheduling Results on the Screen ................................................................ 59 Material List Components .......................................................................................................... 60 Data from the Material List ......................................................................................................... 61 Creating a Process Order for a Material without a Material List ............................................ 63

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....................................................... 107 How is the Availability of Materials Determined? ................................................................................................. 69 Reassigning Components ..................................................................................................... 116 Cost Elements ............................................................................................................................................................................... 75 Material Quantity Calculation.......................................................................................................................................................................................... 64 Component Detail Screens......................... 127 Releasing Process Orders............................................................................................................................................................................................................................................................................................................................................................ 83 Material Quantity Calculation With Batch Data .............................. 110 When is the Availability Checked?.............. 118 Planned Costs for Materials Manufactured In-House ..................................................... 76 Basic Functions of Material Quantity Calculation...................................... 86 Example: Calculations Using Active Ingredient Quantities of Batches.................................. 74 Example: Batch Splitting .................................................................................................................................................................................................................... 102 Checking the Availability of Material....................................................................................................................................................................................................................................................................................................... 126 Releasing Process Orders..... 114 Checking Collective Availability Online............ 128 How to Release Operations and Phases....................................................................................................... 91 Example: Calculations Using Physical Batch Quantities .................................................................... 124 Overhead Costs................. 108 At What Level is the Availability Check Carried Out? .........................................................................SAP AG Process Orders (PP-PI-POR) Entering or Changing Material Components in the Material List ............................................................... 72 Deleting Components.................. 65 Assigning Components .................................................................................... 94 Defining Material Quantity Calculation........................ 121 Planned Costs for Production ........................................................................................................................................ 132 Inspection Lots/Inspection Characteristics................................................. 131 Deviation Recording ....................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... 122 Planned Costs for Internal Activity ...................................... 125 Overhead Groups ..................... 134 April 2001 5 ....................................................................................... 105 Check Rule .......................................................................................................................................................................................... 73 Classifying Material List Components..................................................................................................................................................................................... 70 Sorting Components ................................. 79 Example: Calculating Product and Component Quantities......................................................... 111 Collective Availability Checks ......... 98 Performing Material Quantity Calculations.................................... 113 Carrying Out Availability Checks .................... 123 Setting up a Quantity Structure ............................... 101 Displaying and Printing Formula Overviews ..................................................................................... 71 Filtering Components ................................................................................................................... 115 Preliminary Costing ............................................ 103 Checking Group ....................................................................................................................... 68 Creating Components ................................................................................ 109 Checking the Availability of the Materials in an Order............................................... 117 Planned Costs for Components.............................. 129 Collective Release of Process Orders ....... 130 Actual and Planned Data after Order Release...................................................................................................................... 120 Manufacturing Costs ................... 133 How to Create Inspection Lots...................................................................................................... 119 Planned Costs for Materials Procured Externally .....

Process Orders (PP-PI-POR)

SAP AG

How to Delete Inspection Lots ................................................................................................. 136 Partial Lot Creation from the Process Order.......................................................................... 137 Creating Inspection Characteristics........................................................................................ 138 How to Delete Operations With Inspection Characteristics ................................................... 139 Printing ....................................................................................................................................... 140 Printing Shop Floor Papers...................................................................................................... 141 External Processing.................................................................................................................. 143 Goods Movements .................................................................................................................... 145 Planned Withdrawal of Material Components ........................................................................ 146 Unplanned Withdrawal of Components for an Order ............................................................ 148 Delivery to the Warehouse ....................................................................................................... 149 Automatic Goods Receipt ........................................................................................................ 150 What Checks are Carried Out During a Goods Receipt? ...................................................... 151 Delivery to Stock: Costs ........................................................................................................... 152 Delivery to Stock: Updates in the Material Master................................................................. 153 Delivery to Stock: Updates in the Order ................................................................................. 154 How to Post a Goods Receipt .................................................................................................. 155 Completion Confirmations in Process Orders ....................................................................... 156 Which Objects Can Be Confirmed?......................................................................................... 157 What Data Can You Confirm? .................................................................................................. 158 Fixed Parameters in Completion Confirmations.................................................................... 159 Variable Parameters in Completion Confirmations ............................................................... 160 Entering Completion Confirmations ....................................................................................... 161 How to Enter Confirmations at Phase Level .......................................................................... 163 How to Enter Confirmations at Order Level ........................................................................... 165 Entering Collective Confirmations.......................................................................................... 166 Goods Movements and Confirmations ................................................................................... 168 Reworking Goods Movements ............................................................................................... 170 How to Rework Goods Movements .................................................................................. 171 Reworking Actual Costs ........................................................................................................... 172 How to Redetermine Actual Costs ......................................................................................... 173 Running Confirmation Processes Separately ........................................................................ 174 Canceling Completion Confirmations..................................................................................... 175 How to Cancel a Completion Confirmation ............................................................................ 176 How to Display Canceled Confirmations................................................................................ 177 Decoupling of Confirmation Processes.................................................................................. 178 Settings for Decoupling Processes Carried Out During Confirmation ................................... 180 Example: Background Processing ......................................................................................... 181 Processing Predefined Confirmation Processes.................................................................... 182 Order Settlement ....................................................................................................................... 183 Order Closing ............................................................................................................................ 184 Technical Completion of Process Orders............................................................................... 185 Business Closing of Process Orders...................................................................................... 187 Archiving .................................................................................................................................... 189 Mass Processing ....................................................................................................................... 190 Status.......................................................................................................................................... 191 System/User Statuses............................................................................................................... 192

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Display Status ........................................................................................................................ 193 Status in Process Orders ......................................................................................................... 194 Business Transactions ............................................................................................................. 196 What is a Status Profile? .......................................................................................................... 197 What is a Selection Profile? ..................................................................................................... 199 Co-Products ............................................................................................................................... 200 Process Orders with Co-Products: Prerequisites ................................................................. 201 Co-Products: Costs................................................................................................................... 202 Co-Products: Using a Source Structure ................................................................................. 203 Information Systems................................................................................................................. 204 Order Information System ........................................................................................................ 205 Search Optimization............................................................................................................... 206 Order Information System: Profiles In Customizing............................................................... 207 Object Overview..................................................................................................................... 209 Object Detail List .................................................................................................................... 211 Collective Availability Checks................................................................................................. 213

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Process Orders (PP-PI-POR) Process Orders (PP-PI-POR)

SAP AG

Process Orders (PP-PI-POR)
Purpose
Process orders are the main element used for the detailed planning and execution of process manufacturing. A process order describes the production of batches (materials) in a production run or the rendering of services. It is generated from the master recipe and contains all the information specified during process planning. You use a process order to plan the quantities, dates, and resources of the manufacturing process, to control process order execution, and to define rules for the account assignment and settlement of the costs incurred. In PP-PI, process orders perform the same function as production orders in PP.

Implementation Considerations
Install this component in process manufacturing companies.

Integration
If you want to Plan material usage during the process Plan how the resources are to be used during the process Plan the external processing of steps in the process Plan quality inspections during production Provide data for process control Prepare cost determination using the master recipe Then you must install the component Material Master (LO-MD) Resources (PP-PI-MD) Purchasing (MM-PUR) Quality Planning (QM-PT) Process Management (PP-PI-PMA) Controlling

Features
This component comprises all functions for order processing [Page 13] and order closing [Page 15].

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Process Orders (PP-PI-POR) Process Order

Process Order
Definition
Manufacturing order used in process industries.

Use
Process orders are used for the production of materials or for rendering of services in a specific quantity on a specific date. They enable the planning of resources, control of process order management, and specify the rules for account assignment and order settlement.

Structure
A process order consists of operations, each of which is carried out at a primary resource. An operation is subdivided into phases. A phase is an independent process step that contains the detailed description of a part of the entire manufacturing process. Phases are carried out at the primary resource of their superior operation. The way phases are related to each other specifies the sequence of the manufacturing process. Phase relationships can be sequential, parallel, or overlapping. Several materials required for the execution of a specific process step can be planned for an operation or phase. A phase contains standard values for activities. These values serve to calculate dates, capacity requirements, and costs. Several secondary resources can be planned for operations and phases in addition to the primary resource. A phase contains a number of process instructions that convey information relevant to process control.

Integration
A process order can be based on a master recipe [Ext.]. A process order can be created from a planned order. During order processing, the process instructions of a phase are transferred to the control recipe destination that requires the information for process control. An inspection lot for inspection during production can be created when a process order is released.

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During process planning. 10 April 2001 . instructions • Automatic • Manual ctrl (PI sheet) Process control sys. For instance. the planned resources and material components. for example. post material consumptions or production yields as goods movements. production requirements are converted into planned orders defining the planned basic dates and production quantities. After a process order has been released for production.Process Orders (PP-PI-POR) Data Flow During Process Manufacturing SAP AG Data Flow During Process Manufacturing Production rqmts Production rqmts Planned order Planned order PP Materials Materials • Material master • BOM Resources Resources • Proc./ Process control sys. The control recipes are either transferred to a process control system via a specific interface or they are displayed in natural language in the form of a process instruction sheet (PI sheet) which can be maintained by the line operator. process management receives process messages from the process control level and transfers them to different destinations. and transfer quality data to results recording of Quality Management. the process instructions maintained in the order are bundled into control recipes during process management. It defines. units • Personnel Master recipe Master recipe Manual Process order Process order PP-PI MM Process data documenProcess data documentation and evaluation tation and evaluation Process management Process management QM Process Process messages messages Control recipe: Control recipe: Proc. The actual production dates are calculated using the basic dates. You can also create a process order manually. In return. A process order provides a detailed description of the actual production of one or more materials in one production run. planned orders are converted into process orders. The basic dates and production quantities are copied from the planned order. During material requirements planning. instructions Proc. it is possible to record actual values of the process to functions for process data documentation and evaluation. A master recipe is used as the basis for a process order./ PI sheet PI sheet Process control level A production process is triggered by existing production requirements.

Goods receipts Proc. The control recipes are either transferred to a process control system via a specific interface or they are displayed in natural language in the form of a PI sheet which can be maintained by the line operator. rqmts plan.SAP AG Process Orders (PP-PI-POR) Process Order Management Process Order Management The procedure involved in process order management can be divided into the following steps: • • • Process planning Process order execution/process management Order closing Archiving / Deleting Process data documentation Process order settlement Proc. In process management the process instructions maintained in the order are bundled into control recipes. for diff. destinations In-process quality inspections Order confirmations Phases Process instructions Costs Resource allocations Material components Relationships Relationships Material availability check Release of process order Creating & downloading control recipes Material withdrawals Process planning comprises all activities that are performed during the creation and release of a process order. order Operations Production rqmts Process order creation eröffnung Scheduling Cap. Important steps in process planning are: • • • • • Order creation Scheduling Capacity requirements planning Material availability check Order release The release of the process order represents the end of process planning and is the prerequisite for carrying out the business functions for process order execution and process management. Process order execution comprises: • Withdrawal of required material components from the warehouse April 2001 11 . mess.

In return to the transfer of control recipes. the activities of order execution are carried out using process messages. Order closing comprises the following activities: • • • Process order settlement Process data documentation Reorganization of process orders (archiving and deleting) 12 April 2001 . process management receives process messages from the process control level and passes them on to different destinations.Process Orders (PP-PI-POR) Process Order Management • • • • Confirmations on the order processing status In-process quality inspections for the inspection lot Goods receipt from production SAP AG Sending of actual process data to different destinations using process messages. for example for documentation or evaluation purposes In PP-PI.

SAP AG Process Orders (PP-PI-POR) April 2001 13 .

• • • Recording confirmations Carrying out in-process quality inspections (optional) Posting goods receipts Delivering the manufactured product to the warehouse by posting a goods receipt. • Release of process order Process order execution and process management • • • Creating and downloading control recipes (optional) Printing shop floor documents Carrying out material withdrawals Withdrawing material components required in the manufacturing process in the form of goods issues from the warehouse. If you also want to carry out in-process quality inspections for your orders. you must select the relevant components from Quality Management. Process planning comprising • Process order creation − − − − • Selecting a master recipe Creating reservations or copying them from planned orders Calculating planned costs Creating capacity requirements for the resources Scheduling Starting with the basic order dates. In this case. you must also select the corresponding components from Process Management.Process Orders (PP-PI-POR) Order Processing SAP AG Order Processing Order processing comprises the central processing steps involved in the life cycle of a process order. 14 April 2001 . You only create control recipes during process order execution if you want to use PI sheets and/or process control systems. the system automatically schedules the process order when you create it. it can later be rescheduled automatically or manually whenever changes relevant to scheduling have been made. In addition.

SAP AG Process Orders (PP-PI-POR) Order Closing Order Closing Order closing comprises the following steps carried out at the end of the life cycle of a process order: • • Process order settlement Archiving of process orders To be able to settle a process order. you must choose the special functions for process manufacturing within Product Cost Controlling. April 2001 15 .

possibly the master recipe.] are converted in requirements planning. Features When a planned order is converted to a process order • • • The material to be produced. This process is the same as when you create a process order manually with a reference to a material. material. and the order dates are copied from the planned order The secondary requirements of the components are converted to reservations A planning file entry is generated when changing the requirement quantity or basic dates from the planned order. which triggers a regenerative planning of the material and its components during the next requirements planning run. Certain data is already specified in the planned order (material. operations. When a planned order is partially converted to a process order • • 16 April 2001 . Here you can select an object by choosing Continue (settlement rule. the order quantity. …). The partially converted planned order is fixed. basic dates. Its secondary requirements are reduced in accordance with the converted partial quantity The planned order still exists until the Delete planned order indicator is set: − − This occurs automatically as soon as the planned order quantity is completely covered by process orders You can set it if you do not want to convert the planned order anymore (independent of the planned order quantity that is still open). which means it is not changed again in a requirements planning run. process instructions) or by entering a sales order. quantity. process orders are created when planned orders [Ext. A distinction is made between the following: − − − • − − − − − Collective conversion [Page 41] (n planned orders Individual conversion [Page 43] (1 planned order Partial conversion [Page 44] (1 planned order n process orders) 1 process order) n process orders) You can also create a process order manually: With reference to a material and master recipe [Page 18] With reference to a material but without a master recipe [Page 35] With an approved master recipe [Page 38] Without reference to a material but using a master recipe [Page 37] With a reference. relationships.Process Orders (PP-PI-POR) Creating Process Orders SAP AG Creating Process Orders Use You can create process orders in the following ways: • As a rule.

Automatic batch creation [Page 29] is possible for the material to be produced. as well as the components in the material list. When a process order is actually created (manually or by conversion) • • April 2001 17 .SAP AG Process Orders (PP-PI-POR) Creating Process Orders • The production version that is valid for the original planned order quantity is always used if the master recipe selection for the process order to be created is controlled by a production version. The operation. and resource data are copied from it. if required . A master recipe .is usually selected (see Automatic Master Recipe Selection [Page 26]) and serves as the reference for the process order.even an approved one. phase.

you must specify either the order start date or the order finish date. whether an internal or external number range is to be used) If you enter an order type that requires internal number assignment. specify both the order start date and the order finish date. If you want to base your process order on a master recipe. or both. the system automatically assigns a number when you save the process order. Enter the following data: – The material number of the material in your master recipe. Enter the following data: – Total qty: Here. for example. Otherwise. If you do not want to schedule your order. Process orders are generally scheduled backwards. Choose Continue. The unit of measure you specified in the material master record is used.Process Orders (PP-PI-POR) Creating Process Orders With Material & Master Recipe SAP AG Creating Process Orders With Material & Master Recipe 1. the system cannot find the specific recipe you want to use. The Create Process Order: Initial Screen appears. specify the order start date. you specify the quantity you want to produce. the system proposes the lot size in this field. If you want to schedule backwards. make sure that the total quantity you enter in this screen is within the material quantity range specified in your master recipe. you must also enter an order number in the Process order field. – Order start date or Order finish date: Depending on the scheduling type. – – – – 3. The Create Process Order: Header . enter the order finish date.General Data screen appears. If you have selected an order type that requires external number assignment. Automatic batch creation [Page 29] can be carried out for the material you want to produce. 18 April 2001 . The plant in which the material is to be produced (production plant) The plant in which the goods receipt takes place for the material produced (planning plant). 2. You must only make an entry here if the planning plant is different to the production plant. 4. For example: If you want to schedule forwards.process → Process order and then Process order → Create → With material. If you have predefined a fixed lot size in the material master record of the material you want to produce (MRP1 screen). Choose Logistics → Production . The process order type (this controls.

you enter a key that specifies how the order is to be scheduled. If necessary. 6. you can enter a float before production. Save the text and choose Back. the data is copied from the master recipe to the process order. – – Priority: You can allocate a level of priority to the order. If you have created more than one production versions. If the validity period and the lot-size range of the production version match those of the allocated master recipe and alternative BOM. this field is only used for information purposes and does not influence processing of the order. save the process order now. If you do not want to change the data that was copied from the master recipe or the bill of material. If you do not specify a scheduling margin key. For information on how to change the data now or later. a float after production. also enter a long text by choosing 7. 8.SAP AG Process Orders (PP-PI-POR) Creating Process Orders With Material & Master Recipe – Scheduling Type: Here. there are several different ways to choose a production version (see Production Version Selection [Page 20]). Choose Operations. choose Continue. The system proposes the value that has been defined in the scheduling parameters for the selected order type in Customizing. April 2001 19 . SchedMargin key OR Float before production. the system fills these fields automatically. If you have only created one production version for the material you want to produce. 5. The operation overview [Page 30] appears. However. Float after production and Release period The floats before and after production and the release period are specified via the scheduling margin key: If you specify a scheduling margin key. and the release period with the corresponding number of days. see Changing Operation/Phase Data [Page 31]. .

The lot-size range and the validity period of the production version apply. If no production version is found. Production version field). you select a Production Version [Ext. the following settings must have been made for selecting alternative BOMs (material master. you: • • Maintain the data on the quota arrangement in Customizing for Process Orders (section Operations. Quota arr. MRP4 view. • Selection According to Quota Arrangement To (automatically) select a production version depending on a quota arrangement. If you create a process order without a production version. the system does not copy the formulas for material quantity calculation.]). the system uses the alternative BOM that is defined in the valid production version. you determine whether the production version is selected automatically or manually. the system cannot create a production order or a process order. The lot-size range and the validity period of the production version apply. As a prerequisite. quota arrangement usage Enter a quota arrangement usage in the material master record of the material you want to produce that includes production or process orders (MRP2 view.] to determine a suitable recipe along with the corresponding material list. Features You can specify that the production version is selected: • • Automatically or manually Depending on a quota arrangement Activities You control production version selection as follows: Automatic/Manual Selection In Customizing for Process Orders (section Define order-type dependent parameters. Which production version is used. Selection method field): • Selection by production version In this case.Process Orders (PP-PI-POR) Production Version Selection SAP AG Production Version Selection Use When you create an order. Selection only by production version In this case. Prerequisites Suitable production versions have been created in the master recipe or material master record (see Maintaining Production Versions [Ext. usage 20 April 2001 . can be controlled in different settings. Quota Arrangement): number range. the system uses the alternative BOM that is defined in the valid production version.

] Determining the Source under a Quota Arrangement [Ext.] Monitoring Quota Arrangements [Ext. the system uses the production version with the next priority once this quantity has been reached. product costing. and repetitive manufacturing. However.process → Process order and then Environment → Master data → Maintain quotas). the system selects the following production versions in the sequence specified below. a priority: the system only uses the production version for which the lowest value not equal to zero has been specified (highest priority = 1). including those in which the material is used as a co-product in a BOM item 2. All valid production versions for the material. make sure to delete the value entered in the PPI field (plant from which the material is procured) afterwards. provided that the quota arrangement does not define the sequence: 1. Make sure that it is also valid for the quota arrangement period. The quota for the usage of this production version If required.] Co-Products: Special Features When you create a process order. see • • • • • Maintaining a Quota Arrangement [Ext. all valid production versions for other materials whose BOM contains the co-product as a BOM item. If you use possible entries help to select the production version. Enter the following data: − − − E (internal procurement) as the procurement type (column P) E (in-house production) as the special procurement type (column S) The production version. Selection method field) • Maintain the quota arrangement for the material (Logistics → Production . If the Co-product indicator has been set for the material in the material master.] Revision of Quota Arrangement [Ext.SAP AG Process Orders (PP-PI-POR) Production Version Selection field) and choose Selection only by production version as the selection method (MRP4 view. a maximum quantity: the production version is not used once this quantity has been reached If required. April 2001 21 . − − − For more information about quota arrangements. They are not taken into account in material requirements planning. these production versions cannot automatically be copied to the process order. If you also entered a maximum quantity.

3. you can choose Versions: overview to display a list containing all production versions for the material you selected.Process Orders (PP-PI-POR) Selecting Production Versions Manually SAP AG Selecting Production Versions Manually Prerequisites If you always want to manually select one production version from several possible versions when you create an order. the system copies it directly instead of displaying it first. you must define this in Customizing for Process Orders (section Define order-type dependent parameters. select the production version you want to use. Choose Choose to copy it to the process order. Production version field). If you do not want to select a production version. 22 April 2001 . On the Select Production Version for Material screen. If automatic selection of production versions has been defined in Customizing. If only one production version exists. To select a production version. the list containing available production versions is displayed directly. the system displays a log. you must cancel order creation. If manual selection of production versions has been defined in Customizing. 2. proceed as follows: 1. choose Production version to display the list of available versions. you can select a production version after you have entered the required data on the Create Process Order: Header screen (see Creating Process Orders with Material and Master Recipe [Page 18]). If required. Procedure If several production versions with overlapping lot-size ranges and validity periods have been created for the material. If the settings in Customizing or the production version itself prevent the system from creating a process order for the data you have entered.

In special cases. The individual operations and phases of the master recipe. When you create a process order. are taken over into the process order. April 2001 23 . you may want to create a process order without using a master recipe. the system selects a master recipe.SAP AG Process Orders (PP-PI-POR) Selecting a Master Recipe Selecting a Master Recipe A master recipe is used to specify the operations and phases required in a production process. In Customizing. This may be the case. you can specify whether a master recipe has to be selected as well as which criteria should be used in the selection process. if you want to create an order for unplanned rework. as well as the material list and other recipe data. for example.

such as status of a master recipe 24 April 2001 .Process Orders (PP-PI-POR) Parameters in Customizing SAP AG Parameters in Customizing You can determine in Customizing: • • • whether a master recipe has to be selected whether selection should be carried out manually or automatically search criteria priorities.

if you enter the order finish date.SAP AG Process Orders (PP-PI-POR) Validity of the Recipe Validity of the Recipe In order for a master recipe to be selected for a process order. You can select the required master recipe from the list. the recipe. You can then select the required master recipe from this list. the system selects all master recipes for this material which are valid on the transfer date. the system only considers for selection recipes that match up with the data you have specified in your process order. as a rule. If the system cannot select a recipe. The order dates you have entered in the process order must be valid for the master recipe you want to select. the system calculates the transfer date of the recipe by subtracting the in-house production time independent of the order quantity defined in the material master from the order finish date. must have the status Released (depends on your chosen settings in Customizing). however. For example: – – if you enter the order start date. the system uses this date as the transfer date of the master recipe. If. Manual or Automatic Selection In the case of manual selection. 2. In addition. The total quantity you have specified in your process order must lie within the charge quantity range you specified in your master recipe. the system attempts to select a master recipe according to the specified criteria. it will list all the master recipes available for your material. the system cannot select a master recipe automatically. April 2001 25 . In the case of automatic selection. 1. it reselects without using the charge quantity.

Process Orders (PP-PI-POR) Automatic Master Recipe Selection SAP AG Automatic Master Recipe Selection When you create a process order with a material. Production version: The system searches for production versions valid for this material at this date. the quantity of the material to be produced and a basic order date. you enter a material. refer to the log ‘Read master recipe’. Material: The system first searches for all master recipes available for this material. For information on the sequence. the system continues its search without taking charge quantity ranges into account. Order dates: The system then calculates the date on which the master recipe must be transferred into the order. Quantity: The system then searches for all master recipes which have a charge quantity range that corresponds to the specified order quantity. the system attempts to select according to the following criteria: 1. Please see Selecting a Production Version [Page 22] in this documentation. 2. During automatic selection of a master recipe to match this data. 4. If there are no recipes with a suitable range. 3. 26 April 2001 . Please see Validity of the Recipe [Page 25] in this documentation.

you can specify certain priorities in Customizing. In this case.SAP AG Process Orders (PP-PI-POR) Selection Priorities Selection Priorities You may find that several master recipes meet all the selection criteria for automatic recipe selection. according to which the system can then select a specific master recipe. You can set priorities in Customizing for the following entries: • • • For the task list type (master recipe = 2) For the usage (such as production) For the status of the master recipe (such as released) Example: Selection Priorities [Page 28] April 2001 27 .

the system searches for a master recipe with the usage Production and the status created. Master recipe General maintenance Created In this example. If no master recipes match these criteria. Master recipe Production 2. If a master recipe matching these criteria does not exist. 28 April 2001 .Process Orders (PP-PI-POR) Example: Selection Priorities SAP AG Example: Selection Priorities You can determine the following priorities in Customizing for plant 1 and order type PI01: Task list type Usage 1. Master recipe Production Status Released Created 3. the system then searches for a master recipe with the usage General maintenance and the status created. the system first searches for a master recipe with the usage Production and the status released.

Features You can make the following settings in Customizing (production scheduling profile): • • • No automatic batch creation in the process order Automatic batch creation on order creation Automatic batch creation on order release In Customizing for Batch Management.SAP AG Process Orders (PP-PI-POR) Automatic Batch Creation Automatic Batch Creation Use You use this function to create a batch for the material to be manufactured. If you do not do this. the system will ask to assign batch numbers automatically when you create and/or release the order. you can configure the system so that batch numbers are assigned automatically. April 2001 29 .

whether the operation has been created or is already released) Whether material components are assigned to the operation/phase Whether at least one secondary resource is assigned to the operation/phase 30 April 2001 . etc.).Process Orders (PP-PI-POR) Operation Overview SAP AG Operation Overview This screen contains the operations and phases the system has copied from the master recipe and scheduled for the process order.) The phase number of existing phases The number of the superior operation for each phase The resource that is to be used for carrying out the operation The control key. It determines how the operation/phase is to be treated (for example. the following additional information is displayed: • • • • The order start and finish dates The current status of the operation or phase (for example. whether it can be printed. The standard text key of the operation/phase if it has been defined for the operation description The long text indicator which specifies whether a long text exists A short description of the operation/phase If you choose menu options Goto → 2-line operation overview to access the operation overview. The following information is provided: • • • • • • • • The operation number (This number determines the sequence in which the operations are processed. whether the phase must be reported.

and choose a processing type: If you want to maintain general data maintain standard values maintain user fields maintain secondary resources maintain relationships maintain material allocations maintain process instructions [Page 32] assign values to process instruction characteristics [Page 33] Choose Operation → Operation details and then choose the corresponding tab page Operation → Secondary resources Operation → Relationships Operation → Material assignments Process inst. -select the process instruction characteristics and choose Process instructions → PI characteristic or PI assistant. you can change operation/phase data both in the create mode and change mode. (only for phases). you can also access the corresponding detail screens for changing the material list or material quantity calculation [Ext. Choose Operations.SAP AG Process Orders (PP-PI-POR) Changing Operation/Phase Data Changing Operation/Phase Data Use In the operation overview. 2. Process inst. From the Operation Overview screen. Procedure 1. Depending on the data you want to change. (only for phases). select the operations and/or phases to be processed. The operation overview appears.] (via Materials to the material list and from there via to material quantity calculation). April 2001 31 .

You can • • add/delete process instructions add/delete process instruction characteristics for process instructions You maintain process instructions in exactly the same way as during master recipe maintenance. For more information. see Process Control Data. For more information. In addition.Process Orders (PP-PI-POR) Changing Process Instructions SAP AG Changing Process Instructions Process instructions are copied from the master recipe and displayed on the Process Instruction Overview screen when you create a process order.]. Creating Process Orders 32 April 2001 . you can create process instructions manually if they contain process-specific data that cannot be transferred to the process instruction automatically.see Maintaining Process Instructions on the Charateristic Overview [Ext.

X in column A) : – – – Enter the desired value in the field Characteristic value (= manual value assignment). Select the desired phases in the operation overview and choose Goto → PI overview..you can initiate the value assignment in the process order (function Assign values autom.you can enter the values manually in the process order (even after the function Assign values autom. 3. These can be classified as follows: • • process instruction characteristics that are not defined for automatic value assignment and for which you have to enter values manually process instruction characteristics that are defined for automatic value assignment.SAP AG Process Orders (PP-PI-POR) Assigning Values to Process Instruction Characteristics Assigning Values to Process Instruction Characteristics In Customizing. Assign values to the process instruction characteristics as follows : • Characteristics with indicator T (for value assignment with long text.) . X in column T) : i) ii) iii) • • Select the characteristic. has been executed. or do not assign a value at all. for ex. proceed as follows: 1. Select the desired process instruction characteristics in the process instruction overview and choose Goto → PIC overview. 2. to change generated values) .during control recipe creation. You can assign values to process instruction characteristics: • • • in Customizing in the master recipe in the process order As a prerequiste for the creation of control recipes values must have been assigned to all process instruction characteristics. the system automatically assigns values to all those characteristics that have not been assigned values as mentioned above To assign values to process instruction characteristics in the process order. Characteristics without indicator T : Enter the desired value in the field Characteristic value. where . Choose Edit → Long text. or select the characteristics and choose Edit → Assign values autom. Enter the long text and save it. April 2001 33 . you define process instruction characteristics for process instruction categories. Characteristics with indicator A (defined for automatic value assignment.

you can also change values (exception: process instruction characteristics for which a change has been excluded during Customizing. 34 April 2001 . see Maintaining Process Instructions on the Characteristic Overview [Ext. For more information. If necessary. select the desired process instruction characteristic and choose Edit → Delete values. To delete a value. you can add further process instruction characteristics in the process instruction characteristic overview. the order number) or delete values.]. values are assigned automatically only to those process instruction characteristics defined for automatic value assignment to which no values have been assigned so far. In addition to this. You add process instructions characteristics in the same way as during master recipe maintenance.Process Orders (PP-PI-POR) Assigning Values to Process Instruction Characteristics SAP AG Use field help for information on the logic used for the automatic value assignment (in column A for the desired process instruction characteristic). for example. When the control recipe is created.

You can restart the master recipe selection process at any time prior to the release of the process order. Procedure 1. If no default values are entered in Customizing. Choose April 2001 35 . which in this case is not dependent on a pre-specified quantity. 3. you must enter a material for which a material list already exists. 4. 2. and process order type. These parameters specify how the system is to proceed if no master recipes exist for the material.General Data screen appears. an operation is generated for the order (operation 0010). Also enter the order dates and the scheduling type and choose Continue.You have two choices: − − If you choose Yes. Materials to enter the components for your process order. The Create Process Orders: Initial Screen appears. but recipe selection is not possible even if the parameters specify that recipe selection is required. and you must restart order creation. for example. Enter your material number.SAP AG Process Orders (PP-PI-POR) Creating Process Orders with a Material and Without a Master Recipe Creating Process Orders with a Material and Without a Master Recipe Use You can create a process order without a master recipe if. A dialog box appears informing you that no material lists exist for this material. The Create Process Order: Header . If you choose No. The system then uses this material list for the process order. you want to produce one specific material in one specific process. plant (production and/or planning plant). you can set the respective parameters in Customizing. Enter the total quantity of material. the system uses these values to automatically create an operation in the order.process → Process order → Process order → Create → With material. The dialog box asks if you want to use a different material list. Prerequisites If you specifically do not want to use a master recipe when you create a process order. Choose Continue. with control key 0001 and operation number 0010. 5. If you do want to use a master recipe when you create a process order. It proceeds as follows: • • If default values are maintained for the automatic generation of an operation. If the parameters specify that recipe selection is not required. the system issues a termination message. the system creates a process order in which it automatically creates one operation. the system creates one operation. Choose Logistics → Production .

Process Orders (PP-PI-POR) Creating Process Orders with a Material and Without a Master Recipe SAP AG 36 April 2001 .

The Create Process Order: Initial Screen appears. the system will copy all the data from your master recipe. Process order type: Enter the order type. You must enter the following in this screen: Recipe group: Enter the name of the recipe group you want to use in this process order. Choose Continue. Choose Logistics → Production process → Process order → Process order → Create → Without material. which defines internal or external number assignment. but not the material list. Plant: This is the plant in which your order will be processed. Recipe: Enter the number of your recipe in this group. April 2001 37 . 2. Make the same entries as described under Creating a Process Order With a Material. for example: • • If you want to use a process order for a reworking procedure If you want to use a cleanout recipe Procedure 1. 3. You do this.SAP AG Process Orders (PP-PI-POR) Creating Process Orders Without a Material and With a Master Recipe Creating Process Orders Without a Material and With a Master Recipe Use You can create a process order without a material and with a master recipe. Once you have created the process order. 4.

Checking the Approval The system then checks whether the master data has been approved. You therefore require the Engineering Change Management (LO-ECH) component to do this. You can do this in the following ways: • • Create with approved master data (see below) Individual approval Integration Master data is approved in engineering change management. automatic selection Must be used with master recipe. but does not have to be processed with an engineering change request. For each of the objects mentioned above. you must also make these settings for the order types of subordinate orders. Prerequisites You make the following settings for order types to specify that an order must be created with approved master data (see Customizing for the Process Order. • 38 April 2001 . manual selection The Approval required indicator is set. The recipe or one of its subordinate objects (for example. production version) as approved. the master data selection procedure is the same as for orders that do not require approval. Features Master Data Selection When you create a process order requiring approval. data tab page): • For master recipe selection: − − • Must be used with master recipe. Order-Dependent Parameters. BOM. the following prerequisites must be met: • • The master recipe used must have the change rule with an engineering change order without change type or an engineering change order with change type. secondary resource) and the corresponding production version have been changed with at least one engineering change request.Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval SAP AG Creating Process Orders Requiring Approval Use For production in compliance with Good Manufacturing Practices (GMP). phase. Mast. process orders must be approved before production. Before the process order can accept the master data on which it is based (recipe. For collective orders. The BOM can. the engineering change request whose due date is the closest before the process order creation date must be released.

For planned orders. Individually. They do not allow the release of the order. Batches: Batches can be assigned for material components that are subject to batch management. If. For the most part. • • • If the prerequisites are met. see Engineering Change Management and Recipe Approval [Ext. the following data can still be changed: − − − − − • Order dates Settlement rules Order quantity: The quantity can only vary within the charge quantity range defined for the recipe. an individual approval is required to meet the prerequisites. For each non-approved order in the collective order. for major changes).]. Resources: You can use the Resource selection function to assign resources that meet the resource selection requirements for an operation. Exceptions when Approving Collective Orders Each order in a collective order is checked individually and approved independently of the other orders. Further Processing If the prerequisites are not met. only changes to MRP data in the order are allowed. A withdrawal of the approval is possible. For more information on the approval procedure for master recipe changes. After making the changes. The system statuses APG (Approval granted) and APRC (Based on approved recipe) are set. An individual approval is required for the order. If you manufacture in compliance with GMP. approval is not withdrawn automatically for the higher-level order or the collection as a whole. approval is denied for a subordinate order. an individual approval must be given for the order.SAP AG Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval • • Neither locked material components nor parts to be discontinued may be used. The reasons for not approving or withdrawing the approval are documented in the log. April 2001 39 . The collective order cannot be released until all orders have been approved. no changed to the material list may be made. for example. • The system statuses APNG (Approval not granted) and APRS (Approval withdrawn) are set. note the following: The approval procedure is not supported for BOMs of phantom assemblies. if required (for example.

Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval SAP AG Activities Create process orders that require approval: Follow the steps outlined in Creating Process Orders with Material and Master Recipe [Page 18]. Display log on withdrawal of approval: Goto → Logs → For reading master data. Withdrawal of approval: Process order → Functions → Approval → Withdraw approval (Individual) Approval: Process order → Functions → Approval → Individual approval 40 April 2001 .

Enter the planning plant.SAP AG Process Orders (PP-PI-POR) Converting Planned Orders Collectively Converting Planned Orders Collectively Use If several planned orders exist in the same plant. you can call up dependent objects by doubleclicking a planned order or material. you can delete planned orders you do not want to convert from the list by choosing . Enter the process order type with which the process orders are to be created. 6. Alternatively. You can then choose to select and convert the remaining planned orders together. Choose Continue. This is what is usually done in integrated production planning and control. 3.to). If necessary. The selection criteria opening date (from . the values are automatically suggested by the system. Select the planned orders you want to convert. AEV. you must enter an order number for the order. The Collective Conversion of Planned Orders: Initial Screen appears. You can display a planned order by double-clicking it (number of the planned order in the Planned order column). You call up this log by choosing in the Result column. In the list of the selected planned orders. the MRP controller you enter cannot be checked. Choose Process order → Create → With planned orders. change the order type of the selected planned orders. If you want to limit the selection of the planned orders to be converted according to your opening date. material. The system converts all selected planned orders. A*. Procedure 1. If an opening horizon is already defined in your user master record (parameter IDs. the MRP area and the MRP controller of the process orders you want to convert. and sales order are also available. A log is created for each planned order for which the conversion is called up. If you specify an order type which requires external number assignment for a planned order. Choose Convert. 2. you can also enter an interval in the Opening date range fields. you can simultaneously convert them into process orders via collective conversion. The system lists all planned orders that correspond to the selection criteria you entered. April 2001 41 . and AEB). If you select without a planning plant. In the Material field you can search with any character string (for example. 4. In this case the system will warn you. 5. for all materials starting with the letter A).

Process Orders (PP-PI-POR) Converting Planned Orders Collectively SAP AG You can make a new selection of planned orders at any time. enter the selection criteria and choose .process → MRP → Planned order → Convert pur. choose Logistics → Production . Only planned orders which allow in-house production are proposed for selection. To convert planned orders into requisitions. conversion. display the selection area with Selection parameter on/off. req. To do this. → Collect. 42 April 2001 .

Save the process order. Procedure Choose Logistics → Production . 2. Check the data copied from the planned order and change it if necessary. such as order quantity and order dates. Enter the planned order number as well as the order type of the process order you want to create. all the recipe data. 3. 1. 4.Process. The material must allow in-house production. such as operations and phases. Choose Continue. The Create Process Order: Initial Screen appears. If the order type you have entered requires external number assignment.SAP AG Process Orders (PP-PI-POR) Converting Planned Orders Individually Converting Planned Orders Individually Prerequisite The Conversion indicator must be set for the planned order you want to convert. resources and material list components are copied into the process order. 5. When the system selects a valid master recipe. April 2001 43 . The system copies all the data contained in the planned order. Choose Process order → Create → With a planned order. you must also enter the number of the process order you want to create in the Process order field.

and choose →SubProcOrd. However. choose Back to return to the screen with the partial quantities. After you have made the changes. and choose →SubProcOrd. The system generates one process order per line.Process → Process Order → Create with a Planned Order. Depending on where you are in the system. the system uses the scheduling type defined in Customizing for the order type (and plant) entered. In the stock/requirements list In the MRP list In material requirements planning 2. To delete. indicator. The Create Process Order: Header screen appears. 44 April 2001 . 4. A planned order by double-clicking it in the Additional Data for MRP Elements dialog box. As soon as a partial quantity is converted to a process order. For the conversion.Process Orders (PP-PI-POR) Partially Converting Planned Orders SAP AG Partially Converting Planned Orders Use Use this procedure if you want to process a planned order in partial quantities. choose 3. the corresponding line on the screen cannot be deleted. they are given temporary order numbers (for example. Choose Save. Set the Partial conversion and choose Continue. . Planned order → Convert to proc. order. Since these process orders are not yet saved. Procedure You can call up the function for partial conversion from various locations in the system. 5. and choose Continue. Result The system saves the process orders. %0000000001). → Individual conversion. you must cancel the transaction and carry out a new partial conversion. 6. Enter the quantities and dates. choose in the following ways: If you are … In the SAP menu Choose Logistics → Production . A planned order by double-clicking it in the Additional Data for MRP Elements dialog box. set the Partial conv. you can change it in the individual orders after the conversion. 1. If you want to carry out several partial conversions. If you want to make further changes in an order. Choose Generate. A process order is generated for each partial quantity. select the line and choose Goto → Process order.

the planned order quantity is reduced accordingly. set the Delete planned order indicator. April 2001 45 . If the total of the process order quantities created is smaller than the planned order quantity and the Delete planned order indicator is not set. Its secondary requirements are reduced in accordance with the partial quantity entered. the planned order is deleted. If the total of the process order quantity created is greater or equal to the planned order quantity. irrespective of the planned order quantity still open. If the master recipe selection for the process order to be created is controlled via a production version.SAP AG Process Orders (PP-PI-POR) Partially Converting Planned Orders A planned order that was partially converted is fixed. A fixed planned order is not changed in an MRP run. If you do not want to convert any more planned orders. the system always uses the production version that is valid for the original planned order quantity for a partial conversion.

Process Orders (PP-PI-POR) Scheduling SAP AG Scheduling Use In order processing. 46 April 2001 . or you enter them manually on the header screen of the process order. the scheduling function calculates the production dates and capacity requirements for all operations within a process order. The scheduling process starts with the basic order dates (basic start and basic finish). In Customizing. The system either takes the basic order dates from the planned order. you can specify whether you also want the order to be automatically rescheduled before saving whenever you make changes that are relevant to scheduling. A process order is always scheduled automatically when it is created.

If you enter the order finish and start dates. The system then calculates the scheduled start and finish dates. the system calculates the scheduled start and finish dates. You then enter the order finish date and the system calculates the scheduled start and finish dates. The individual operations are not scheduled. If you enter the order start and finish dates. • Backward scheduling: If you enter this scheduling type on the Main Header screen. • Only capacity requirements: If you enter this scheduling type on the Main Header screen. the system calculates the scheduled start and finish dates. The system calculates the scheduled start and the scheduled finish of the order by adding the float before production to the order start date and subtracting the float after production from the order finish date.SAP AG Process Orders (PP-PI-POR) Scheduling Types Scheduling Types You can schedule a process order using the following scheduling types: • Forward scheduling: If you enter this scheduling type on the Main Header screen. If you enter the order finish date. the system calculates the scheduled start and finish dates. It then writes the scheduled start and finish date into each of the operations. the system schedules backwards starting from the order finish date. April 2001 47 . the system takes the current date as the order start date and schedules forwards. If you enter the order start date. the system calculates the scheduled start and finish dates. you will have to enter both the start and finish dates of the order. the system schedules forwards starting from the order start date. • Scheduling to current date: If you enter this scheduling type on the Main Header screen.

Process Orders (PP-PI-POR) Scheduling Parameters in Customizing

SAP AG

Scheduling Parameters in Customizing
Scheduling parameters are entered in Customizing for Process Orders (Operations → Scheduling → Define Scheduling Parameters) for each order type, plant and production scheduler (specified in the material master). Parameters that influence the scheduling of a process order are described below.

Scheduling Type
The scheduling type [Page 47] determines how scheduling is carried out (for example, backwards). When you create a process order, the scheduling type is proposed on the order header screen. You can, however, overwrite this scheduling type in individual process orders.

Current Date Scheduling
In Customizing, you can specify that an order is to be rescheduled as soon as it is delayed by a certain number of days. If the order start date lies further in the past than the specified number of days, the system will automatically carry out current date scheduling during the next scheduling run. Current date scheduling is forward scheduling, starting from the current date, which is reduced as much as possible (see Reduction Measures [Ext.]).

Rescheduling
You can specify that a process order is to be rescheduled when you save it (Schedule automatically indicator). If changes are made to the order that are relevant to scheduling and this indicator is not set, the order is given status NTER (date not current).

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Process Orders (PP-PI-POR) Changing the Scheduled Dates Manually

Changing the Scheduled Dates Manually
You can change the scheduled start and finish of the order manually (Header → Change in Dates → Scheduled dates) • • If you entered the scheduled start date manually in forward scheduling, the system uses this date as the fixed starting point for scheduling the order. If you enter the scheduled finish date manually, the system uses this date as the fixed starting point for scheduling the order.

In both cases, you can overwrite the dates manually, and enter a different scheduling type. You can then reschedule by calling up the function Process order → Functions → Schedule.

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Process Orders (PP-PI-POR) Order Floats

SAP AG

Order Floats
Since malfunctions can never be completely avoided in the process flow, the system takes certain time-related floats (before and after production) in account when scheduling an order. The float before production fulfills two functions: • • It can neutralize delays during the staging of ingredients. It offers you the option of shifting production dates towards the present if capacity bottlenecks occur at any of the resources involved. In this way, the float before production can also be used for capacity leveling as a float before and after production.

The float after production is used to neutralize unforeseen malfunctions in the production process so that these do not shift the scheduled finish of the order. The float before production and the float after production are defined for each material via a scheduling margin key. This scheduling margin key, which is predefined in Customizing for Process Orders (Operations → Scheduling → Define Scheduling Margin Key), is copied automatically from the material master when you create an order. However the times can be changed in the order. The system calculates the scheduled start of the order by adding the float before production to the order start date. It calculates the scheduled finish of the order by subtracting the float after production from the order finish date. The system subtracts the number of days defined in the release period from the scheduled start of the order, thus calculating the release date of the order.

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Process Orders (PP-PI-POR) How the Control Key Influences Scheduling

How the Control Key Influences Scheduling
The control key of the operation influences scheduling in the following way: • • If, according to its control key, an operation is scheduled, the system calculates the duration and the dates of the individual operations. If, according to its control key, an operation is not scheduled, the system assumes that all the operations have a duration of 0.

April 2001

51

You create temporal relationships between phases by maintaining their relationships. A phase network is scheduled and the phase order dates are carried over to the operation. If one phase of an operation is relevant for scheduling. The duration of the superior operation is defined by the duration of the individual phases. the system uses this data to schedule (using the order dates in the initial screen). The scheduling function calculates the duration of each phase. If you have entered the default values of phases in the master recipe. then at least one phase must also be relevant for scheduling. Each phase is scheduled using the scheduling formula stored in the resource data. the whole operation must be relevant for scheduling. You can also maintain relationships between phases of different process orders. If the scheduling indicator is flagged in the control key. 52 April 2001 . The start time of the first phase plus the finish time of the last phase is the start and finish of the operation. If the operation is relevant for scheduling.Process Orders (PP-PI-POR) Scheduling Phases SAP AG Scheduling Phases The duration of operations is defined by the duration of the individual phases. the operation or phase is relevant for scheduling.

The calendar used for scheduling distinguishes between workdays and non-working days. the working/operating time per working day applies. If the unit of the individual phase is greater than or equal to the working day. Additionally. April 2001 53 . the phases are scheduled to the day on the basis of the calendar used for scheduling. You can define a working/operating time in the system by specifying the start and end of shifts as well as the breaks for each workday. The following rules apply: • • If the unit of the phase duration is smaller than the unit day.]) when times are exactly at work start. there are specific rules for date determination (see the Date section in Date Determination at Operation Level [Ext. or midnight.SAP AG Process Orders (PP-PI-POR) Scheduling Rules Scheduling Rules Working/Operating Time The working/operating time specifies when work can be carried out. work finish.

the system uses the relevant phase or operation date as the secondary resource date. The scheduled start and finish dates of the recipe or order are used for these resources.]). the secondary resource date is before the reference date The following rules apply in secondary resource scheduling: • • If no offsets have been defined for a secondary resource.]) A positive offset is added to the corresponding phase or operation date. 54 April 2001 . The following graphic illustrates secondary resource scheduling. that is. Prerequisites • You have chosen a scheduling type that allows secondary resource scheduling (see Scheduling Type [Ext.Process Orders (PP-PI-POR) Secondary Resource Scheduling SAP AG Secondary Resource Scheduling Use The system uses this function in master recipe or process order scheduling to determine the start or finish dates of the secondary resources. the system uses the dates of the superior operation or phase for the secondary resource. which has been defined in the detail data of the secondary resource (see Definition of Earliest and Latest Dates [Ext. • A control key has been assigned to the secondary resource in which the Scheduling indicator has been set (see Control Key [Ext. that is. the secondary resource date is after the reference date A negative offset is subtracted from the corresponding phase or operation date. If the Scheduling indicator has not been set in the control key.]). Secondary resources are not scheduled in scheduling types with the Only capacity requirements indicator. Features The system uses the following data to determine the secondary resource dates: • • The dates of the superior phase or operation The offset between the start and finish dates of the phase/operation and the secondary resources.

Ph. 13. LD SR. 13. 20 OS = 5min OS = 5min OF = 5min OF = 5min OS = 0 OS = 0 OF = 0 OF = 0 Key: Ph SR = Phase = Secondary resource ED LD = Earliest date = Latest date OS OF = Offset to start = Offset to finish April 2001 55 . 21 Ph. 10. 13:15 13:30 13:45 14:00 14:15 14:30 14:45 15:00 15:15 15:30 15:45 Ph. LD Ph. 11 Ph. 22 Ph.. 23 SR. ED SR.. 10. SR. ED Ph. 12 Ph.SAP AG Process Orders (PP-PI-POR) Secondary Resource Scheduling 13:00 .

56 April 2001 . Secondary resources are also scheduled according to capacity availability provided that they have the necessary control key. forward or backward scheduling can be carried out.Process Orders (PP-PI-POR) Midpoint Scheduling and Capacity Scheduling SAP AG Midpoint Scheduling and Capacity Scheduling In capacity scheduling. Starting from a selected point in time. the system takes work breaks into account.

SAP AG Process Orders (PP-PI-POR) Capacity Requirements Capacity Requirements Capacity Requirements of an Operation Operations have capacity requirements with a value of 0. April 2001 57 . as scheduling is carried out implicitly via the phases. The operations are not scheduled. The dates of calculated capacity requirements correspond to the dates of the operation. The value is calculated at scheduling.

or whether it has to be called up via the menu. the system creates a scheduling log in the process order.Process Orders (PP-PI-POR) Scheduling Log and Results SAP AG Scheduling Log and Results For every scheduling run. the scheduling run is not interrupted. data relevant to scheduling is not maintained in a resource or in an operation. The scheduling log is used to: • • collect messages issued by the system during the scheduling run sort and group together the system messages according to certain criteria. The log records all the information which is information on scheduling. 58 April 2001 . for example. Instead. the information is gathered in the form of messages in the scheduling log. In Customizing. If. you can define control parameters which specify whether the scheduling log is automatically displayed after each scheduling run.

proceed as follows: 1. Call up a process order (only in create or change mode). proceed as follows: Select Goto → Logs → For scheduling. Calling up Scheduling To call up scheduling. 2. Select the menu options Process order → Functions → Schedule. April 2001 59 . proceed as follows: 1. if you have converted a planned order. Scheduling Results You can call up the scheduling log. In the Operation overview screen. The system displays an overview of the messages collected. flag the operation or phase whose dates you want to display. The system schedules the process order and creates a scheduling log.SAP AG Process Orders (PP-PI-POR) Scheduling and Scheduling Results on the Screen Scheduling and Scheduling Results on the Screen This section describes how to call up the function Scheduling and how to display the scheduling results on the screen. Select the menu options Operation → Overview of dates. Date/Quantity Overview Via the header screen Date/quantity overview. start and finish dates of the process orders as well as of the planned order. you can display the release. Detail Screen of Operation Dates To display the dates of the individual operations and phases. 2. The system displays a detail screen showing the dates (and times) of the operations and phases you have selected.

you need to specify the components required for production in the order.Process Orders (PP-PI-POR) Material List Components SAP AG Material List Components Use When you create a process order. If the relevant data is already contained in the master data. it is automatically transferred into the process order. 60 April 2001 .

April 2001 61 .SAP AG Process Orders (PP-PI-POR) Data from the Material List Data from the Material List Data from the Material List If a material list exists for the material to be produced. Bulk material indicator (BM): If the material is marked as bulk material. but is provided at the resource. components can be assigned to specific operations/phases in the recipe. It is not relevant for material requirements planning or costing. the system creates a reservation when creating the order. the material list components are automatically taken over into the process order as components. A bulk material item is only listed for information purposes. it is not issued from stock for the order. – – “T”: Text item This item category does not refer to materials. You can only specify a material as a co-product if it has been set up in the material master as such. you can enter different document types. The item only contains text. Coproducts must be entered in the material list with a negative quantity. – “N”: Item not kept in stock The system creates a requisition when creating the order for components in this category. • • Data from the Master Recipe If a master recipe exists for the material to be produced. This means that the withdrawal of the material is not posted until the corresponding operation is confirmed. Backflushing (BF): This indicator specifies that the material component is backflushed. Item type is “L”. The following information is also taken over for each component: • Item category: The item category determines how the component is dealt with in the order. “D”: Document item With this item category. or assigned components can be changed. Items with category “D” or “TI” are not taken over into the process order. Co-product (CO): This indicator specifies that the component is a co-product. Examples are: – “L”: Item kept in stock For items with this category. • • Costing relevancy indicator (CR): This indicator specifies that the component is fully relevant to costing. – “R”: Variable-sized item This category specifies that the component is kept in stock and that variable sizes are maintained for the component.

Process Orders (PP-PI-POR) Data from the Material List SAP AG 62 April 2001 .

If you select Yes. If you select No. April 2001 63 . the system will ask you to enter a material with a material list. you can branch to the material list after the order has been created and enter a new material list there. a dialog box will appear informing you that no material list exists for this material and asking if you want to use a different material list. for example. the system will create the order without a material list.SAP AG Process Orders (PP-PI-POR) Creating a Process Order for a Material without a Material List Creating a Process Order for a Material without a Material List Use If you create a process order for a material without a material list. However. for another material.

note the following: • • You cannot change the item category of a component once it has been created in the order. You should.Process Orders (PP-PI-POR) Entering or Changing Material Components in the Material List SAP AG Entering or Changing Material Components in the Material List Whether your material has a material list or not. The following detail screens exist for components: • • • • General data Co-product Purchasing data Text item To change component allocation to operations or phases. 2. proceed as follows: 1. however. create. Now select the menu options Edit → Reallocate. you can no longer enter data for the component. You can display a list of all the operations and phases contained in your process order by clicking on Operation list. You can allocate. However. 3. Select the component whose allocation you want to change. in which you can change the allocation of the component from one operation or phase to another. If you delete a component which is allocated to a released operation. 64 April 2001 . You can change component data both in create and change mode. The system displays a pop-up Reallocate. The status “deletion indicator” is activated in the component. the system continues to display the component in the order. you can enter or change material components in the Material list screen of the process order. change or delete components in the order as long as the system statuses “created” or “released” are active.

Final issue: This indicator is set automatically for a goods movement when the total reserved quantity has been withdrawn or delivered. Quantity data: Requirements quantity: This is the amount you require of the individual component in order to produce the order quantity. Committed quantity: This is the quantity confirmed in the availability check. Unit of measure: This is the unit of measure in which stock of this material is managed. Storage location: Storage location of material.Item Data With co-product manufacturing. Plant: Plant in which your material component is stored.SAP AG Process Orders (PP-PI-POR) Component Detail Screens Component Detail Screens You can branch to any of the screens described in this section by selecting a component in the Material list and selecting Component → <Detail screen>. you can enter the number here. Co-Product . April 2001 65 . Batch: If the component is subject to batch management. Revision level: Indicates the change status of an object. The costs of an order are collected for the entire process and then can be distributed to the various co-products using an equivalence number or a percentage entry. Co-product: Indicator showing that this material component is a co-product. you can show the common production of different materials within one process order. Requirement date: Date by which the requested quantity of material is needed. You can assign the revision level to a change with reference to a change number. such as Released. General Data This screen contains the following data: Component data: Material: The number of the material component you have selected. Within a process order manufacturing co-products. these can be assigned to the operation or the phase in which they are processed. This means that an order for several co-products describes the common production as well as specifying the common materials for the process. Sort string: String that can be defined for sorting components in the display. Status: Component status. Item category: Such as stock item or non-stock item. Issue quantity: This is the component quantity already issued from stock for the order. Item: Item number of the component in your material list.

the actual costs incurred for the order are settled to one or more receiver cost-objects (such as to the account for the material produced or to a sales order). you enter the name of the settlement receiver. such as the name of the material. Valuation type: This key uniquely identifies stocks of a material subject to split valuation. you can enter the cost receivers to which you want to distribute the costs of production. The cost receiver can. When a process order is settled. GR quantity: This is the quantity of goods received for the order item. for example. Co-Product . Delivery completed: If this indicator is set. be a material or a cost center. The valuation category determines which valuation types are permissible for a material. Under Receiver no. Unloading point: The point (such as a dock) where the material is unloaded. • Goods receipt data: Storage location: The location to which the component is posted. you maintain the settlement rule. Offsetting entries are generated automatically to credit the process order.Settlement Rule On this screen. GR processing time: This is the goods receipt processing time in days. 66 April 2001 . You will only be able to branch to the co-product screens if your component is marked as a coproduct. On this screen.Process Orders (PP-PI-POR) Component Detail Screens SAP AG Process materials represent a material type for which no updating of inventory quantities or costs is required. both in the material master and in the material list. no further goods receipts are expected for this order item.. Batch: If the co-product is subject to batch management. In addition to the general data. Process materials are used as “starting points” for master recipes and process order in the production of co-products. this screen shows: • Order item data: Quantity: Quantity of a co-product produced using this order. you can enter an existing batch number or create a batch master record. • Delivery data: Goods recipient: You can enter the recipient for whom the material is destined here. • Tolerance data: Underdelivery/overdelivery tolerance: This is the percentage by which an underdelivery or overdelivery of this component will be accepted. You can select the Unlimited field if this percentage value is unlimited. • Control data: Quality inspection: This indicator shows that the component is subject to quality inspection and that the goods receipt is posted to QM stock. Distribution: This is the distribution key for MRP.

SAP AG Process Orders (PP-PI-POR) Component Detail Screens You can either apportion the costs to the various settlement receivers using a percentage. you can enter general data for the component. The costs of the order are then distributed proportionately to the settlement receivers. You use this screen to maintain data for external procurement. April 2001 67 . Purchasing Data You can only call up this screen for components with item category “N” (non-stock item). On this screen. or by entering an equivalence number. as well as a descriptive text for the item. Item Text This screen is only relevant for components with the item category “T”.

All components which have not been assigned to a particular operation or phase in the master recipe are automatically assigned to the first operation in the order at the time of order creation. You can assign components either • • in the master recipe or in the process order itself. change the assignment of components by reassigning them to different components (see section Reassigning Components [Page 70]).Process Orders (PP-PI-POR) Assigning Components SAP AG Assigning Components You can assign components to any operation or phase. 68 April 2001 . however. You can.

if you enter a nonstock component.SAP AG Process Orders (PP-PI-POR) Creating Components Creating Components To create a component in the material list of your process order. it will branch automatically to the respective screen. Call up the Material list screen and enter the following data for your component: – – – – material number requirements quantity unit of measure item category 2. The system will then display a pop-up in which you need to enter the operation or phase to which you want to allocate this component. Press Enter. 3. where you can enter the data. You can click on Operation list to display all the operations and phases. If the system requires further information. For example. April 2001 69 . proceed as follows: 1. you automatically branch to the Purchasing data screen.

3. Select the component that you want to reassign and click on Edit → Reassign in the Material list screen. Press Continue. 2. A dialog box containing two fields appears: – – the operation or phase to which the component is currently assigned an input field in which you can enter the new operation or phase. proceed as follows: 1. 70 April 2001 .Process Orders (PP-PI-POR) Reassigning Components SAP AG Reassigning Components To reassign components. You can display a list of all operations and phases by clicking on Operation list.

Choose Edit → Sort in the Material list screen. 3. April 2001 71 . Once the system has finished sorting the components.SAP AG Process Orders (PP-PI-POR) Sorting Components Sorting Components You can sort components in the material list according to various different sort criteria. click on Copy to have the system sort according to your chosen criterion. In the remaining pop-up. You can choose a criterion and click on Copy. you return to the Material list screen. 4. The system displays a pop-up containing all the possible sort criteria. Now select Close to close the window. 2. which now lists the items sorted according to your selected criterion. Proceed as follows: 1.

Select Edit → Filter in the Material list screen. The system now displays a pop-up in which you have to enter additional data. 6. Selection criteria might be. You can now choose a criterion according to which you want to filter your components. Click on Copy and then Close to close the window. for example: • • • missing part item category backflushing Proceed as follows to filter components: 1. When you filter the components. 2. For example. the system displays only the components which meet the entered criteria.Process Orders (PP-PI-POR) Filtering Components SAP AG Filtering Components You can filter components according to certain criteria. 72 April 2001 . if you have chosen BOM item as your filter criterion. 4. In the remaining pop-up. 3. The system filters your components and returns to the Material list screen. you will have to enter the numbers of the BOM items in this screen and then select Filter. The system displays a pop-up in which you select New selection to display all the possible filter options. click on Copy to have the system filter according to your chosen criterion. 5.

The system deletes the selected components. If the process order has already been released. In the Material list screen. select the component you want to delete and choose the menu options Edit → Delete.SAP AG Process Orders (PP-PI-POR) Deleting Components Deleting Components To delete components. the deletion indicator is set for the component. proceed as follows: 1. April 2001 73 . 2.

You can also split batches in process orders.]. Material quantity calculation: When you classify a component in the material list. you must enter the component a corresponding number of times in the material list. You can then select the desired batch and return to the Material list screen. you can select by batch class. you need to enter a separate batch number from the list of available batches. In this case. If you need to select more than one batch. The Classification screen of the process order appears. the system displays the batches that match your criteria. If you wish. For more information. Classifying the individual components has two purposes: 1. see the R/3 Library LO . You can now assign values to the characteristics of this class. you use the class type 022 (or 23. From a logical point of view. The system uses these values for the purposes of material quantity calculation in the calculation sheet. Use the same class you use for the material for the component. depending on the batch level) for batch classification. If you choose Find object.Process Orders (PP-PI-POR) Classifying Material List Components SAP AG Classifying Material List Components On the Material list screen. Matchcode Selection You can also select the batch number via a matchcode selection directly in the Batch field. 2. For each entry. you can assign a further value to your class. Batch determination You can classify a component that is subject to handling in batches for the purposes of batch determination. you can classify the individual material components in your material list. where your batch number is now entered. you would assign the same class to this component as you have assigned in the material or batch master. 74 April 2001 .Batch Management under Batch Determination [Ext.

The values for these batches are as follows: Batch 1: Active substance ingredient: 70 Batch 2: Active substance ingredient: 60 Batch 3: Active substance ingredient: 89 Quantity of batch: 50 L Quantity of batch: 20 L Quantity of batch: 35 L You can select all the batches you need that correspond to your desired criteria. you have classified all batches of solution as follows: The characteristic Active substance ingredient has an interval value of 60 . The characteristic active ingredient. Batch Determination Screen You call up the Batch processing screen by marking a component and choosing Material → Batch management → Trigger batch det. The following is displayed on this screen: • • Requirements quantity This is the total quantity you require for your order Open quantity This is the remaining quantity you still require April 2001 75 . The indicator S in the Material list screen shows whether a batch split is possible for the component you have marked. and make up the quantity of 100 L that you require for your reservation. you require 100 L of the material component solution.90. is assigned to the class active batch.SAP AG Process Orders (PP-PI-POR) Example: Batch Splitting Example: Batch Splitting For a particular reservation. At goods receipt. components → Batch processing in the material list. You have three batches of solution. The material solution is classified as active batch of the class type 022 or 023. with an interval value of 60 -90. which have been inspected by Quality Management.

material quantity calculation is used to calculate the material and operation quantities that are.Process Orders (PP-PI-POR) Material Quantity Calculation SAP AG Material Quantity Calculation Use You use this function for a production version [Ext. if you must take the quantity difference caused by the scrap produced into account. scheduling.] of a master recipe or a process order to visually reproduce the dependencies between the following values: • • • • Quantity and properties of a product. that is. the base quantity of the master recipe or the order quantity if it must be adjusted to modified component quantities. for example. In the process order. when you create a process order. master recipe. If required. • • Integration You enter the formulas for material quantity calculation in the master recipe or process order. material quantity calculation determines the order-specific quantities. a batch of a component is always used up completely. and costing. for example. capacity requirements planning. In material requirements planning and product costing. This may be the case if. However. 76 April 2001 . necessary for reservations or direct cost statements. the basis for the calculation has changed due to batch determination. for example. The formulas for the calculation are taken from the master recipe. you can change them in the order and start the calculation again. that is. if. convert planned orders. You may want to do this. you transfer the formula results from the recipe to the BOM. material items and their batches Operation and phase quantities The scrap to be expected for an operation or phase You need this function to adjust the quantities defined in the bill of material (BOM). such as the active ingredient proportion Quantity and properties of material components. but not when you carry out material requirements planning without a detailed plan. This means that it is performed. or during product costing. Material quantity calculation is always performed during further processing when you use the production version to select a recipe and BOM and then carry out scheduling. for example. or process order in the following cases: • • To calculate the component quantities if they are not proportional to the product quantity or if different active ingredient concentrations of batches must be taken into account To calculate the product quantity. The quantities calculated in this way are used as the basis for reservations. To calculate the expected phase scrap if you want it to be displayed in the phase data in the order (Quantities/Activities screen) and make it available for planned/actual evaluations carried out in the Logistics Information System To calculate operation and phase quantities if they are not identical to the product quantity. for example.

to use material quantity calculation together with active ingredient management of the Batch Management component to plan the quantity structure of your orders on the basis of exact active ingredient quantities. If you have planned a scrap quantity for a product in the material master record or the order header. you can use the formulas of the operation and phase quantities to visually reproduce the quantity difference caused by the scrap produced. If you have planned a scrap quantity for a component in the material master record. also bear in mind the following: • • The formulas for the product and component quantities may not mutually refer to each other. material quantity calculation is only supported within the leading order. • The scrap quantity calculated for a phase does not automatically reduce the succeeding phase quantities. or the material list of the process order. you must create the process order with the corresponding production version. Features Formula Definition You can use the following functions in material quantity calculation to define formulas: • • The common arithmetical operators and functions as well as references to quantities and material properties (see Basic Functions of Material Quantity Calculation [Page 79]) Functions that you can use to perform material quantity calculation based on batch data (see Material Quantity Calculation with Batch Data [Page 86]) This function enables you. for example. Important Information about Value Processing Depending on the type of value to be calculated. you must explicitly include it in the formula. the system automatically increases the product and component quantities during quantity calculation without formulas.SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation Prerequisites • • • To be able to use material quantity calculation in a master recipe. the BOM. For this reason. you must have defined a production version for the master recipe. Header quantities and component quantities of subordinate orders are calculated in proportion to the product quantity. the system does not automatically take the planned scrap quantity into account. To transfer the data from material quantity calculation from a master recipe to the process order. you must have activated scrap management in the parameters of the relevant order type (see Customizing for Process Orders). To transfer the scrap calculated in material quantity calculation to the corresponding phase in the process order. In collective orders. the system automatically increases the component quantity during quantity calculation without formulas. However. do not enter formulas for: − − Directly-produced components of the leading order Materials or phases of subordinate orders • April 2001 77 . If required. If you perform quantity calculation with formulas.

phase. and scrap quantities.Process Orders (PP-PI-POR) Material Quantity Calculation SAP AG Performing Material Quantity Calculation You can start material quantity calculation as follows during production planning: • Automatically together with functions during which scheduling is carried out (see Integration above) Material quantity calculation calculates component. that component quantities without a formula are not adjusted to the modified product quantity. Component quantities for which no formulas are defined have already been calculated in proportion to the product quantity (for example. and scrap quantities for which a formula has been defined. during order release or BOM explosion). Product quantity calculation is not carried out during automatic material quantity calculation.] Performing Material Quantity Calculations [Ext. however. Note.] 78 April 2001 . operation. When you carry out product quantity calculation. phase. operation. Activities • • Defining Material Quantity Calculation [Ext. the system automatically recalculates the component quantities with a formula afterwards. • Manually in the master recipe or process order Here you decide whether the product quantity is calculated in addition to the component.

You must classify the material master record or the BOM item with a class of class type Batch. Features The data of all materials. When you call up material quantity calculation. and a field for any interim results The planned quantity for each material. a field for the scrap to be expected. you can also use the functions described in Material Quantity Calculation with Batch Data [Page 86]. the value from the BOM or. If you must take the values of batches into account in a calculation.SAP AG Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation Basic Functions of Material Quantity Calculation Use You can use the following functions in material quantity calculation whenever you do not need to access batch data for the calculation. Prerequisites • • • To be able to use material quantity calculation in a master recipe. you are given the following: • • • The planned quantity for each operation as well as a field for any interim results The planned quantity for each phase. you must have defined a production version for the master recipe. To transfer the data from material quantity calculation from a master recipe to the process order. the following requirements must be met: − − − It must be possible to enter the property as a numeric value. if this value is missing. you must create the process order with the corresponding production version. and phases that are used in the master recipe or process order are available in material quantity calculation. For you to be able to take material properties into account in material quantity calculation. the value from the material master record April 2001 79 . you are given the following in material quantity calculation: − − A line containing the original quantity of the material item for the totals record (line 4 of the example below) A line containing the transferred batch quantity for each batch (lines 5 to 7 of the example below) For material properties. you are given: − In the master recipe. all numerical material properties as well as a field for any interim results For materials for which you use batch determination. operations. You must assign the property as a characteristic to this class and assign a value to it in the material master record or the material list as well as in the material list of the process order.

3E12 The system expects the decimal point or the sign defined for decimal expressions in your user defaults. scrap. Example: Data of Material Quantity Calculation Line Description Type Item 1 XYZ MT 2 . such as: –5. after the batch determination. the value from the material list of the order or.1416.-Charge mat.<Column of the field>] In the graphic above: – [001. the system displays the sum of all batch values instead.001] refers to the quantity field of product XYZ 80 April 2001 .ABC MT 5 ….000 93. References are displayed as follows in the formula: [<Line of the field referred to>. however.00 % 3:Scrap UM 4:Interim res. and phases This field does not directly influence the quantity structure of an order. Its value can. no unit has been assigned to the characteristic.000 100. are treated like absolute values during the calculation. • References to quantity.Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation − SAP AG In the process order. operations.00 % 90. 1 UM L L L L 70.000 UM 2:Charact. OP 3 .00 % 70.00 % 80. the system uses the lowest value. BA:ABC2 MT 7 …. the planned value from the material list is normally still displayed in the totals record. If. You can use the following operands to define your formulas: • Number constants. OP 4 …. for example. After you have carried out batch determination. 3.000 L 50. 40. BA:ABC3 MT Key: MT OP BA 0000 0110 0110 0010 0010 0010 0010 Sign 1:Qty 100. 1. however. Percentages.Create mix. the value of the batches used If multiple values or value ranges have been defined.000 100. be used to calculate the remaining quantities..000 L Material Operation or phase Batch You can enter formulas for the following fields: • • • • The quantity fields of the materials as long as batch determination has not been carried out The quantity fields of the operations The quantity and scrap fields of the phases The Interim results field of materials. and characteristic fields and interim results Note that the system does not take the unit of measure of referred values into account. BA:ABC1 MT 6 ….000 L 3.

7182746352 LOG(2.002] refers to the characteristic field of component ABC In addition. not intended for negative numbers Remainder after division (modulo function). not intended for negative numbers Square root Power to base e Logarithm to base e Sine Cosine Tangent ABS(-2) = 2 ROUND(1. the value of the expression after ELSE IF (2<3) THEN (5*6) ELSE (57) = -2 Absolute value Round to nearest integer Integral amount of a number. you can use the operators or functions listed below: Operator + * / DIV MOD Meaning Addition Subtraction Multiplication Division Division using integers. the value of the expression after ELSE Example 3**3 = 27 IF (2<3) THEN (5*6) ELSE (57) = 30 IF NOT … Returns the following value: THEN…ELSE – If the statement after IF NOT is false.7182746352) = 1 SIN(0) = 0 COS(0) = 1 TAN(1) ≈ 1. the value of the expression after THEN If the statement after IF is false.55741 April 2001 81 .8) = 2 TRUNC(1.SAP AG Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation – [004. the value of the expression after THEN – ABS ROUND TRUNC SQRT EXP LOG SIN COS TAN If the statement after IF NOT is true.8) = 1 SQRT(144) = 12 EXP(1) = 2. not intended for negative numbers 10 DIV 3 = 3 10 MOD 3 = 1 Example Function ** IF…THEN… ELSE Meaning Exponentiation Returns the following value: – – If the statement after IF is true.

Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation SAP AG Example Calculating Header and Component Quantities [Page 83] 82 April 2001 .

you must match up the product quantity and all other component quantities with the actual fruit premix quantity.000 70.Container 9.000 100. sugar.7 Calculating the Component Quantities If you want the system to recalculate the component quantities after calculating the fruit juice quantity. you enter the required component quantities with reference to a base quantity of the material Fruit juice.000 UM L L L L L L 1 Fruit juice 2 .000 PC Calculating the Product Quantity The product quantity in the order is determined by the available fruit premix quantity. For shelf life reasons.-Charge mat. lemon juice. you do not want to make a batch split for the fruit premix. 4 …..Fruit premix 5 …. and lemon juice and fill it in 20-liter containers.000 100. Instead. for example: Line Description Type MT OP OP MT MT MT MT OP MT Item 0000 0100 0110 0010 0020 0030 0040 0210 0050 Sign 1:Qty 100..Water 6 ….. The following data is displayed.Create mix. you want to use one tank and thus a complete batch for the production. and sugar can be calculated in proportion to the fruit juice quantity.000 25..SAP AG Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities Example: Calculating Product and Component Quantities Scenario You want to make fruit juice from fruit premix.7 You therefore enter the following formula for the fruit juice: [004. For this reason. This means that you must enter the following formulas: • • For the water: [001.Discharge 19 ….000 L 5.25 For the lemon juice: April 2001 83 .Sugar 18 . These quantities are transferred to the Material Quantity Calculation screen in the master recipe. 3 .000 3. you must enter formulas for them.001] * 0. Remaining quantities smaller than 20 liters are directed to a collecting tank. For this reason. water.Lemon juice 7 …. the system must calculate the fruit juice quantity as follows: Fruit juice qty = Fruit premix quantity / 0.000 KG 100. Realization Entries in the Master Recipe and Bill of Material (BOM) In the BOM.001] / 0. The quantity of water.

You use the batch that has the earliest expiration date and a quantity of 175 l.-Charge mat. the material data is processed as follows: 1. and lemon juice as well as the number of containers using the formulas.Charge 19 …. 2. The following data is displayed: 84 April 2001 . 4 …. You carry out batch determination for the Fruit premix component.Create mix.000 300.Fruit premix 5 ….000 210. In the totals record of the material component. It updates the quantity of water..Sugar 18 .001] * 0..Lemon juice 7 …. you must enter the following formula: [001. 4. As specified in the formula.Water 6 ….001] * 0. the system must first calculate the number of containers in proportion to the fruit juice quantity and then round it down to whole numbers.000 L 15. sugar. The system makes the following adjustments one after another: a.000 KG 300. Since you direct remaining quantities into containers.Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities [001.000 300.000 UM L L L L L L 1 Fruit juice 2 . you use the batch quantity 175 l as the original quantity and set the requirement quantity to 0. lemon juice.001] DIV 20 Process During Order Processing In the order. it uses the totals record for the fruit premix and thus the updated original quantity for this.000 75.. You create a process order for an order quantity or fruit juice quantity of 300 l for example.03 • For the sugar: [001.000 9. and sugar as well as the number of containers required based on the formula As a result. the following data is displayed: Line Description Type MT OP OP MT MT MT MT OP MT Item 0000 0100 0110 0010 0020 0030 0040 0210 0050 Sign 1:Qty 300.09 SAP AG Only whole numbers make sense for the containers. b. of containers = Fruit juice qty DIV Maximum qty of container This means. You manually start product quantity calculation.Container 27. It calculates the fruit juice quantity. The system calculates the following: − − The required fruit premix quantity in proportion to the fruit juice quantity The required quantity of water.. The following applies: No.000 PC 3. 3 .

000 175.000 L 12.000 250.Create mix. .Lemon juice 8 ….500 KG 250.-Charge mat.Fruit premix ….000 PC April 2001 85 .500 UM L L L L L L L 1 Fruit juice 7 ….BA:Premix1 ….000 250.SAP AG Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities Line 2 3 4 5 6 Description .500 7.Charge 20 …. ….000 175.Sugar 19 ...Container 22..Water Type MT OP OP MT MT MT MT MT OP MT Item 0000 0100 0110 0010 0010 0020 0030 0040 0210 0050 Sign - 1:Qty 250.000 62..

you can perform material quantity calculation either for the physical quantity or for the active ingredient proportion of a component. If you use active ingredient proportions. Material quantity calculation is not automatically performed after batch determination in the order. you must create the process order with the corresponding production version. Since no batches are assigned in the master recipe.Batch Management Prerequisites To be able to use material quantity calculation in a master recipe. you must use the values planned in the material item when you perform calculations there. or in case of a batch split. Material quantity calculation is not automatically performed after batch determination. you may need. you can use exact active ingredient quantities to plan the quantity structure of your orders. For this reason.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG Material Quantity Calculation With Batch Data Use If you use materials that are subject to batch management. If required. however. several batches selected. SAP provides the functions described below to enable you to use the data of a material item in the master recipe and the data of subordinate batches after the batch determination in the process order. 86 April 2001 . In the process order. See also: LO . that is used as a filling material. for example. you must perform the same calculation again after you have carried out batch determination due to the values of one. note the following when you carry out batch determination in the process order: − − You must first carry out batch determination for the components to whose data you refer in the formulas for other components. you must start the calculation manually to update the data of dependent components. different quantities of another component. • If you also want to use active ingredient management of the Batch Management component. To transfer the data from material quantity calculation from a master recipe to the process order. you must have defined a production version for the master recipe. Integration • If you use batch data to calculate component quantities. Depending on the active ingredient concentration of a component batch. These functions can be used in addition to the functions described in Basic Functions of Material Quantity Calculation [Page 79]. you may need to take quantities and properties of specific batches into account when your perform material quantity calculations in the process order.

ABC 5 …. we recommend using the lowest characteristic value from material classification. the following requirements must be met: • • • It must be possible to enter the property as a numeric value.000 100.NNM 70. You must assign the batch property as a characteristic to this class and assign a value to it in the batch as well as in the material master record... the BOM item. 1 UM 3:Charact. BA:NNM1 MT 10 ….00 % 25.00 % 4. 2 UM L L L L L 1 XYZ 2 .00 % 50. the value from the material list of the order If multiple values or value ranges have been defined.000 40. In the material master record.00 % 60.Create mix.00 % 90. Proportion/prod.000 UM 2:Charact.BA:ABC2 ….00 % 30. BA:NNM2 MT Determining the Number of Batches in a Material Item Use the following function: CNUM(<material item>) April 2001 87 .000 100.50 % 5. In the expressions used: • • <Material item> stands for the line number of the material item <Characteristic column> stands for the column number of the batch characteristic The examples refer to the following data: Line Description Type MT OP OP MT MT MT MT MT Item 0000 0100 0110 0010 0010 0010 0010 0020 0020 0020 Sign 1:Qty 100.-Charge mat. the value from the BOM or.00 % 3.BA:ABC3 …. or the material list of the process order.00 % 20. 3 .00 % 60. Features The following sections provide an overview of the functions of material quantity calculation that take the batch data of a material component into account.000 L 7. if this value is missing.000 L 3. 4 …. you can also enter a planned value for the batch characteristic for active ingredient management (Additional data.000 93. the system uses the lowest value.SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data For you to be able to take into account batch properties such as the active ingredient potency in material quantity calculation.000 LW 3. You must classify the material master record. the value from the material master record In the process order. To avoid inconsistencies between active ingredient management and material quantity calculation.000 LW 4.unit tab page).00 % 70. Material quantity calculation uses the following values: − − In the master recipe.00 % 80.00 % 50. the BOM item or the material item of the process order as well as the batch with a class of class type Batch.000 LW ….00 % 3.BA:ABC1 6 7 8 9 ….

use: CSUM(<material item>.<characteristic column>) CSUM(004.002) = 90 + 80 + 70 = 240 Calculating the Arithmetic Mean of Batch Quantities or Characteristic Values This function calculates the arithmetic mean of the batch quantities or the characteristic column you specified from all batches of a material item. CNUM(004) = 3 Adding up Batch Quantities or Characteristic Values This function adds up the batch quantities or the values in the characteristic column you specified for all batches of a material item. Use the following function: • To calculate the arithmetic mean of the batch quantities. use: CAMV(<material item>) CAMV(004) = (40 + 50 + 3) / 3 = 31 • To calculate the arithmetic mean of the characteristic value. use: CSUM(<material item>) CSUM(004) = 40 + 50 + 3 = 93 • To add up characteristic values. As long as no batches have been assigned to the material item. the function has value 1. the function returns the quantity of the material item or the characteristic value of the material item. Use the following function: • To add up batch quantities. the function returns the quantity of the material item or the corresponding characteristic value of the material item.002) = (90 + 80 + 70) / 3 = 80 88 April 2001 . As long as no batches have been assigned to the material item. use: CAMV(<material item>. As long as no batch has been assigned to the material item.<characteristic column>) CAMV(004.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG The function determines the number of batches that belong to a material item.

Use the following function: • To calculate the quotient sum of batch quantities. It then adds up the results.<characteristic column 1>. It then adds up the results. to calculate the total of the physical batch quantities from the active ingredient quantities of batches based on the active ingredient concentration. The system interprets the characteristic value that you use to weight the first value as a percentage if the description of its unit contains a percent sign (%).<characteristic column>) CQSM(008.<characteristic column 1>. the function divides the quantity of the material item by the corresponding characteristic value or the first characteristic value of the material item by that of the second value. use: CPSM(<material item>. use: CQSM(<material item>.5) + (3 / 0.002) = (40 * 0. You may need this function.1 • To calculate the product sum of characteristic values. As long as no batches have been assigned to the material item.9) + (50 * 0.9 Adding up Weighted Batch Quantities or Characteristic Values: Quotient Sum For each batch of a material item.7) = 78. the function calculates the product of the quantity and characteristic value of the material item or the product of the two characteristic values of the material item. this function multiplies the batch quantity by the value of the characteristic column you specified or the values of both characteristic columns specified. Use the following function: • To calculate the product sum of batch quantities.05) = 9.04) + (80 * 0. for example. use: CQSM(<material item>.8) + (3 * 0.002) = (4 / 0.003) = (90 * 0. You may need this function.6) = 13 • To calculate the quotient sum of characteristic values. As long as no batches have been assigned to the material item.<characteristic column 2>) April 2001 89 . use: CPSM(<material item>. for example.<characteristic column 2>) CPSM(004.035) + (70 * 0. to calculate the total of the active ingredient quantities from physical batch quantities based on the active ingredient concentration. The system interprets the characteristic value that you use to weight the first value as a percentage if the description of its unit contains a percent sign (%).SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data Adding up Weighted Batch Quantities or Characteristic Values: Product Sum For each batch of a material item.<characteristic column>) CPSM(004. this function divides the batch quantities by the value of the characteristic column you specified or the value of the first characteristic column by that of the second column.002.

003) = (50 / 0.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG CQSM(008.2) = 500 Examples • • Example: Calculations Using Active Ingredient Quantities of Batches [Page 91] Example: Calculations Using Physical Batch Quantities [Page 94] 90 April 2001 .25) + (60 / 0.002.

• For the batch determination for material Fruit premix.. You use the expiration date and the allowed interval defined for the fruit content as selection criteria for determining the batch. which means that you do not enter the physical quantity of the fruit premix but the fruit quantity it must contain.20 % as the allowed interval for the fruit content. Depending on the fruit content of this batch. The following relationship applies: April 2001 91 . you always want to use the fruit premix batch with the earliest expiration date. you want the system to adjust the quantity of water in such a way that the fruit content intended for the fruit juice is obtained.Create mix. During order processing.000 LF 50. In the batches.Water L L L 5. This means that you must adjust the quantity of water. you assign the proportion unit LF (liters of fruit) to the material.SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches Example: Calculations Using Active Ingredient Quantities of Batches Scenario You want to use a fruit premix with varying fruit content and water to produce a fruit juice whose fruit content is always 5 %. which you can use to enter the absolute fruit content of a specific quantity of fruit premix.00 % The absolute fruit content that is required in the fruit premix changes in proportion to the fruit juice quantity. you must. This adjustment is not in proportion to the fruit juice quantity. balance variations in the percent fruit content of the fruit premix. In addition.000 L 10. however. 3 . Entries in the Master Recipe and Bill of Material (BOM) In the BOM.000 100.Fruit premix 5 …. you enter the actual fruit content. In the material. you define a batch search strategy that allows batch determination based on proportion quantities. For the fruit premix. You therefore need not enter a formula for the fruit premix: To obtain the intended fruit content of the fruit juice. you enter the required component quantities with reference to a base quantity of the product Fruit juice..00 100. you enter 10 . 4 ….-Charge mat.00 UM 2:Fruit content UM 1 Fruit juice 2 . for example: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0020 Sign 1:Qty 100. The quantities and the characteristic values of material classification are transferred to the Material Quantity Calculation screen in the master recipe. you use the proportion unit LF. The following data is displayed. Realization Entries in Batch Management You define active ingredient management for the material Fruit premix with the following specifications: • You classify the material and its batches with a batch class that contains characteristic Fruit content.

000 L 10.. As a result. You start material quantity calculation. Since the batch with the earliest expiration date only covers part of the requirement.BA:Premix1 L L L 25. you must enter the following formula for the water: [001..00 % 3. 4 …. You carry out batch determination for the material Fruit premix. 3 ..000 500.001] – CQSM(004.00 % 15.00 % 20. The following result is displayed: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0010 0010 0020 Sign 1:Qty 500. the material data is processed as follows: 3. For this reason.000 LF 20.BA:Premix2 MT 7 …. 4.000 500.Fruit premix 5 ….000 500. the following data is displayed: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0020 Sign 1:Qty 500.00 % 6 ….-Charge mat.000 LF 250. it must calculate the quotient sum of all fruit premix batches.002) Process During Order Processing In the order.000 UM 2:Fruit content UM 1 Fruit juice 2 . 4 …. You create a process order for an order quantity or fruit juice quantity of 500 l for example.000 500. it uses the data from the material component (line 4)..Create mix.. The system calculates the following: − − The required fruit premix quantity in the proportion unit LF in proportion to the fruit juice quantity The required quantity of water using the formula Since no batches have been selected.Create mix.000 UM 2:Fruit content UM 1 Fruit juice 2 .Fruit premix 5 ….Charge mat.667 L 92 April 2001 .Water L L L 25. The system now updates the quantity of water using the formula and batch data. 3 .000 LF 366.000 LF 10. you use the following: − − 20 % LF of a batch with 20 % fruit content 5 LF of a batch with 15 % fruit content 4.Water MT 5.Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches Water = Product quantity – physical quantity of fruit premix = SAP AG You can calculate the physical quantity of the fruit premix as follows in the master recipes: Qty of fruit premix Absolute fruit content in fruit premix / Percent fruit content For the system to be able to correctly calculate the physical quantity of the fruit premix after the batch determination and maybe even a batch split in the order.

SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches April 2001 93 .

In material Fruit premix. you enter the actual acid content. you define the fruit content of 5 % and the acid content of 2 % you want to obtain. you enter the actual fruit and acid contents. you enter the required component quantities with reference to a base quantity of the product Fruit juice. The acid content. You can use different batches whose expiration dates are close together in one order but each batch is always used up completely. based on the absolute acid content. You want to adjust the fruit content of the fruit juice by mixing water into it. you define 10 – 20 % as the allowed fruit content and 1 – 4 % as the allowed acid content. Realization Entries in Batch Management You define active ingredient management with the following specifications: • You classify materials Fruit juice and Fruit premix as well as the fruit premix batches using a batch class that contains characteristics Fruit content and Acid content. The fruit premix batches are selected according to their expiration date. The following data is displayed. for example: 94 April 2001 . Entries in the Master Recipe and Bill of Material (BOM) In the BOM. This means that you do not enter the physical quantity of the lemon juice but the required absolute acid content instead. In the batches. which you can use to enter the absolute acid content of a specific quantity of lemon juice.Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities SAP AG Example: Calculations Using Physical Batch Quantities Scenario You want to use a fruit premix with varying fruit and acid content to produce a fruit juice whose fruit content is always 5 % and whose acid content is always 2 %. this means. Since the lemon juice is to be used depending on its acid content. The batch search strategy you define for the lemon juice allows batch determination based on a proportion quantity. • For batch determination. In addition. • You classify material Lemon juice and its batches with a batch class that contains characteristic Acid content. you plan it in the proportion unit Liters of acid. In material Fruit juice. you enter the required physical quantity in the BOM. In the batches. you assign the proportion unit LA (liters of acid) to the material. In the material. you enter 20 – 30 % as the allowed interval for the acid content. on the other hand. is adjusted by adding lemon juice with the different lemon juice batches having different acid contents themselves. you define a batch search strategy that contains the selection criteria Expiration date and Fruit content for material Fruit premix and a batch search strategy that contains the selection criteria Expiration date and Acid content. The quantities and the characteristic values of material classification are transferred to the Material Quantity Calculation screen in the master recipe. For the fruit premix that is to be used as complete batches.

00 % 2.000 100.002] Calculating the Lemon Juice Quantity To obtain the intended acid content of the fruit juice.00 % 1 Fruit juice 2 .CPSM(004. you must enter the following formula for the fruit juice: CPSM(004.000 42. OP 6 ….002) / [001.Charge mat. 4 …. the system must calculate the fruit juice quantity as follows: Fruit juice qty = Absolute fruit content in fruit premix / Intended fruit content in fruit juice = Fruit premix qty * Percent fruit content in fruit premix You can calculate the absolute fruit content of the fruit premix as follows in the master recipe: Absolute fruit content For the system to be able to correctly calculate the fruit content after the batch determination and maybe even a batch split in the order.003) Calculating the Water Quantity To obtain the intended fruit content of the fruit juice..absolute acid content in the fruit premix = Fruit premix qty * Percent acid content in fruit premix You can calculate the absolute acid content of the fruit premix as follows in the master recipe: Acid content of fruit premix For the system to be able to correctly calculate the acid content after the batch determination and maybe even a batch split in the order. This adjustment is not in proportion to the product quantity.00 % 1.000 100.500 LS Calculating the Product Quantity The product quantity in the order is determined by the available fruit premix quantity. it must calculate the product sum of all fruit premix batches.SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities Line Description Type MT OP MT MT Item 0000 0100 0110 0010 0020 0030 Sign - 1:Qty 100.000 50. The following relationship applies: Water qty = Fruit juice – Fruit premix qty – Physical qty of lemon juice = Absolute acid content in lemon juice / Percent acid content You can calculate the physical quantity of the lemon juice as follows in the master recipe: Lemon juice qty April 2001 95 .Create mix. it must calculate the product sum of all fruit premix batches. For this reason.Fruit premix 5 …. For this reason. you must enter the following formula for the acid content: [001. you must adjust the lemon juice quantity. you must balance variations in the percent acid content of the fruit premix. For this reason. This means that you must adjust the quantity of water.00 % 5.001] * [001..Water 3 ..003] . The following applies for the calculation of the absolute acid content of the lemon juice required: Absolute acid content = = Intended absolute acid content in the fruit juice – absolute acid content in the fruit premix Fruit juice qty * intended percent acid content .00 % 20. For this reason.Lemon juice MT 1. you must balance variations in the fruit content of the fruit premix.500 UM 2:Fruit content UM 3:Acid content UM L L L L L 10.

it must. The system calculates the following: − − The required fruit premix quantity in proportion to the fruit juice quantity The required water quantity and the required absolute acid content in the lemon juice using the formulas Since no batches have been selected. you must enter the following formula for the water: [001. the following data is displayed: Line Description Type MT OP Item 0000 0100 0110 0010 0020 0030 Sign 1:Qty 500. 3 .500 UM 2:Fruit content UM 3:Acid content UM L L L L L 5. however. 4.000 250. It calculates the fruit juice quantity using the formula.003) Process During Order Processing In the order. The following data is displayed: 96 April 2001 .Water MT 6 ….000 500.Create mix.001] – [004. You create a process order for an order quantity or fruit juice quantity of 500 l for example.00 % 2... and an acid content of 3 % One batch with a quantity of 100 L.Lemon juice MT 10.-Charge mat. You use the following batches: − − One batch with a quantity of 200 L. b.00 % 1.000 500. calculate the quotient sum of all lemon juice batches. a fruit content of 10 %. It updates the absolute acid content of the lemon juice and the required water quantity using the formulas. The system makes the following adjustments one after another: a. the material data is processed as follows: 1.500 LS 3.001] . it uses the data from the material item (line 4). You carry out batch determination for the Fruit premix component.00 % 7. Since no batches have been selected for the lemon juice. 2. a fruit content of 15 %.000 212. the system uses the data of the material item (line 8 of the graphic below) to calculate the quantity of water.00 % 20. You manually start product quantity calculation. For this reason. OP 4 ….Fruit premix MT 5 ….Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities SAP AG For the system to be able to correctly calculate the lemon juice quantity after the batch determination and maybe even a batch split in the order.00 % 1 Fruit juice 2 . As a result. and an acid content of 2 % You adjust the original quantity in the totals record of the material item accordingly.CQSM(006. The system finds two batches with identical expiration dates.

000 200.. 3 .00 % 5.00 % 1.Lemon juice MT 6.000 200.000 700.BA:Premix2 MT 7 …. 6..SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities Line Description Type MT OP OP MT Item 0000 0100 0110 0010 0010 0010 0020 0030 Sign - 1:Qty 700.Water MT 8 ….000 100. 4 ….Create mix.00 % 3.00 % 3. You start material quantity calculation again.000 700...Lemon juice MT 6.Create mix. OP 4 ….000 LS April 2001 97 . You carry out batch determination for the Lemon juice component.000 100.BA:Premix1 MT 6 ….00 % 2.000 LS 5.000 LS 6.Charge mat.BA:Premix1 MT 6 ….BA:Lemon1 MT MT 8 ….00 % 15.000 700.00 % 15. The following result is displayed: Line Description Type Item MT 0000 0100 0110 0010 0010 0010 0020 0030 0030 Sign 1:Qty 700.BA:Premix2 MT 7 ….00 % 20.00 % 2.00 % 10.00 % 1 Fruit juice 2 .000 300.00 % 2.Fruit premix 10.-Charge mat. The system again updates the quantity of water using the formula and the batch data available now.Water 9 ….Fruit premix MT 5 ….000 UM 2:Fruit content UM 3:Acid content UM L L L L L L L 5.00 % 2.000 700.000 UM 2:Fruit content UM 3:Acid content UM L L L L L L L 20.00 % 1 Fruit juice OP 2 . You use a batch quantity with an absolute acid content of 6 LA and a percent acid content of 25 %.000 300.00 % 5 ….00 % 25..000 376. 3 .00 % 10.00 % 1.00 % 10.000 370.

you must have activated scrap management in the parameters of the relevant order type (see Customizing for Process Orders). For this reason. the following requirements must be met: − − − It must be possible to enter the property as a numeric value. material quantity calculation is only supported within the leading order. 98 April 2001 . the expected phase scrap. you must also enter a formula for the values that are proportional to the product quantity. note that after the product quantity has been calculated the system only updates dependent values for which a formula has been maintained. You must assign the property as a characteristic to this class and assign a value to it in the material master record or the material list of the process order. Header quantities and component quantities of subordinate orders are calculated in proportion to the product quantity of the leading order. You must classify the material master record or the component in the material list with a class of class type Batch. If multiple values or value ranges have been defined. or any interim results The quantity of a material component or any interim results The product or order quantity or any interim results If required.Process Orders (PP-PI-POR) Defining Material Quantity Calculation SAP AG Defining Material Quantity Calculation Use You use this procedure in the process order to define formulas (or adjust formulas taken over from the master recipe) for the calculation of the following values: • • • • The operation quantity or any interim results The phase quantity. the value from the material master record. Material quantity calculation uses the value from the material list or. do not enter formulas for: – – Directly-produced components of the leading order Materials or phases of subordinate orders Prerequisites • • The process order was created with a production version. In collective orders. the system uses the lowest value. For this reason. if this value is missing. • To transfer the scrap calculated in material quantity calculation to the corresponding phase in the process order. When you enter a formula for the product quantity. For you to be able to take into account material properties such as the active ingredient potency in material quantity calculation. you transfer the formula results to the order.

Use the decimal markers defined in your user defaults or the decimal point. or scrap quantities. For information on the available operators and functions.SAP AG Process Orders (PP-PI-POR) Defining Material Quantity Calculation Procedure 1. start the calculation as follows: − − If you want to recalculate component. . for example. 5. The material list appears. Note that the system does not take the unit of measure of referred values into account. Choose − − . The system calculates the product quantity and subsequently updates all component. Insert the elements of this formula as follows: − − Use the keyboard to enter number constants. Depending on the values for which your have entered a formula. choose If you want to recalculate the product or order quantity. The Material Quantity Calculation screen appears. To insert a reference to a material or a material property in the formula. operation. double-click the relevant field. − To insert the operators of the basic arithmetical operations or a bracket in the formula. 4. see Basic Functions of Material Quantity Calculation [Page 79] and Material Quantity Calculation with Batch Data [Page 86]. are treated like absolute values during the calculation. − April 2001 99 . 2. and scrap quantities for which formulas have been maintained. you can display the formula defined for the field that you have selected in the lower section. The coordinates of the field are inserted in the formula. Percentages. When the material quantity is calculated. In the Formula definition section. The system displays the calculated values in the corresponding fields in the lower screen section. Choose Materials in the process order. and material contained in the recipe. Use the keyboard to enter all other operators or functions. phase. Enter the required formula in the Formula definition section. they are replaced with the up-to-date quantity. choose Calculate product qty. Place the cursor on the field for which you want to enter a formula and choose formula. phase. choose the corresponding button in the Formula definition section or use the keyboard to enter the sign. operation. phase. It consists of two sections: The lower section contains one line with data for each operation. Select 3.

choose and save the process order. order. Save your entries as follows: − − SAP AG If you want to save the formulas without transferring the formula results to the order. 100 April 2001 . If you want to save the formulas and transfer the calculated material quantities to the and save the process order. choose The system also copies the calculated material quantities to the order if the Fixed quantity indicator has been set for the component of the material list.Process Orders (PP-PI-POR) Defining Material Quantity Calculation 6.

SAP AG

Process Orders (PP-PI-POR) Performing Material Quantity Calculations

Performing Material Quantity Calculations
Use
You use this procedure to manually start material quantity calculation in the process order. Depending on your requirements, you define the scope of the calculation as follows: • • Calculation of the component, operation, phase, and scrap quantities for which formulas have been maintained Calculation of the product quantity and subsequent update of the component, operation, phase, and scrap quantities for which formulas have been maintained

You transfer the formula results to the order.

Prerequisites
• The formulas of material quantity calculation have been defined in the order.

Procedure
1. Choose Materials in the process order. The material list appears. 2. Choose .

The system uses the current formulas and data to calculate the component, operation, phase, and scrap quantities and displays the results on the maintenance screen of material quantity calculation. If required, you can change the formulas from this screen (see Defining Material Quantity Calculation [Page 98]). 3. If you also want to recalculate the product or order quantity, choose Calculate product qty. The system calculates the product quantity and subsequently updates all component, operation, phase, and scrap quantities for which formulas have been maintained. 4. If you want to transfer the formula results to the order, choose order. and save the process

The system also copies the calculated material quantities to the order if the Fixed quantity indicator has been set for the component of the material list.

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Process Orders (PP-PI-POR) Displaying and Printing Formula Overviews

SAP AG

Displaying and Printing Formula Overviews
Use
You use this procedure to get an overview of the formulas defined for material quantity calculation. In comparison to the maintenance screen of material quantity calculation, the formula overview has the following advantages: • • The formula overview not only contains the quantities and value fields of material quantity calculation but also the corresponding formulas. References used in the formulas are replaced by the value and the description of the field to which they refer.

Procedure
1. Choose on the Material Quantity Calculation screen. The formula overview appears. 2. Choose to print the overview. .

3. Enter the relevant print parameters and choose

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SAP AG

Process Orders (PP-PI-POR) Checking the Availability of Material

Checking the Availability of Material
Before you start production, you can check whether all the material components allocated to the process order are available on the calculated requirements dates. In a process order, the system only checks material components that are relevant to inventory management and have the item category “L” (stock component). Availability checks can be triggered either automatically or manually: • The availability of components in an order can be checked automatically during order creation and/or order release. In Customizing for Process Orders, you specify per order type and plant whether the availability is to be checked automatically. You can always trigger a manual availability check.

The checking scope is defined via the checking group (in the material master record) and the valid checking rule (in Customizing for Process Orders). Together, they define: • • • Which MRP elements are taken into account in the check Which inventory categories are taken into account Whether the replenishment lead time is taken into account.

In Customizing for Process Orders (Define Checking Control), you specify against which quantity the material availability is to be checked. You can make the following settings: • Planning (open planned independent requirements) In the check against planned independent requirements, the system only checks the open planned independent requirement quantities created for the components. This means that the ATP quantity is not included in this availability check nor are receipts or stocks. This type of availability check is most useful: • • If assembly planning or phantom assembly planning is carried out for the components If quick statements about the availability situation are required and the results from this check are precise enough

The system uses the open planned independent requirements quantity at component level to determine a committed quantity, and this quantity is copied to the planned order header as the committed quantity. In contrast to the availability check according to ATP logic, however, the committed quantity is not recorded in the dependent requirements. The planned independent requirements of the components are not consumed by the committed quantity but by the complete dependent requirements quantity. In further availability checks, the system can only commit quantities for the amount of planned independent requirements that have not yet been consumed. In the availability check against planned independent requirements, the following dates/quantities are not calculated: • • Total confirmation date Partial confirmation date/ partial confirmation quantity

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Process Orders (PP-PI-POR) Checking the Availability of Material • ATP-Quantity

SAP AG

In the check according to ATP logic, the system checks whether the dependent requirements of each component are covered by specific receipt and issue elements or by stock. This check is carried out dynamically, that is, each time you carry out the check, the system recalculates the current situation. If a quantity can be committed for the requirement date, the system enters precisely this quantity as the committed quantity in the dependent requirements, and the ATP quantity for the components is reduced by the committed quantity. Therefore, in the next availability check, dependent requirements can only be committed for the amount of the remaining ATP quantity.

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April 2001

At the same time. the committed quantities are kept in a lock table. no check against planned independent requirements can be carried out in the planned order for this component. April 2001 105 . which may arise if there is a change in the date of expected goods receipts. it is also possible to carry out the availability check according to ATP logic for this material. the system can only carry out the check against planned independent requirements when dealing with phantom assemblies (special procurement key phantom assembly). Materials with such checking groups then do not take part in the check. You must also enter a checking group in the material master record (MRP screens / Sales data screens) of the assemblies/components for which the availability check against planned independent requirements is to be carried out. it is also possible to carry out the availability check according to ATP logic for this material. You can make the following settings for the checking groups: • No check against planned independent requirements If this option has been selected for the checking group. This allows for more exact results since the inspection results for an order are taken into account when checking other orders (before you save the order). you can specify: • If the materials to be checked are to be locked during the availability check If the material lock indicator is set. These settings for the checking groups are made in Customizing for Sales and Distribution (Define Checking Groups). In the checking group. At the same time. the availability check against planned independent requirements can always be carried out in the planned order for this component. the material can still be included in the availability check according to ATP logic. because you can avoid inconsistencies in the commitment situation. You do this in the material master record. The system uses the checking group to control whether the check against planned independent requirements is allowed.SAP AG Process Orders (PP-PI-POR) Checking Group Checking Group You must allocate those material components for which you want to check material availability to a checking group. • Only check the material against planned independent requirements if the material is a phantom assembly If this option has been selected for the checking group. • If the normal ATP (available-to-promise) quantity or the cumulative ATP quantity is to be used during the check It is a good idea to use the check with the cumulative ATP quantity. • Always check the material against planned independent requirements If this option has been selected for the checking group. in the Relevance during check against planning field. You can also switch off the availability check for a particular checking group. The checking group is used to group materials that are to be checked according to the same criteria (see Checking Scope). However.

Process Orders (PP-PI-POR) Checking Group SAP AG 106 April 2001 .

SAP AG Process Orders (PP-PI-POR) Check Rule Check Rule You can maintain a check rule in Customizing. Together. This means that you can carry out different availability checks for a material in different applications. Check rules are defined for each application. April 2001 107 . they define • • • which MRP elements are to be checked which inventory categories are to be checked whether the replenishment lead time is to be taken into account in the check. The combination of check group and check rule defines the checking scope.

] as well as How is the Availability Determined? [Ext. refer to Availability Check [Ext.Process Orders (PP-PI-POR) How is the Availability of Materials Determined? SAP AG How is the Availability of Materials Determined? The system determines the availability of materials according to the ATP method (availability-topromise). Using this method. the system checks • • Whether the material requirements can be covered on the requirements date At what point in time the requirements can be covered. if a full coverage of the requirements is not possible on the requirements date. 108 April 2001 .] in Production Orders in the Production Planning (PP) component. Fur more information.

the system carries out an additional check at plant level. April 2001 109 . Batch or Plant fields. select the component for which you want to maintain availability check data. 3. Enter data in the Storage location. On the Material List screen. The level at which the check is actually carried out depends on the data maintained for the material component. storage location or batch level. You maintain this data as follows: 1. batch or plant) that you maintain on this screen. The Change Process Order: Material -General Data screen appears. The availability check will be carried out for the level (storage location. If a check is carried out at storage location or batch level and the components are available. 2.SAP AG Process Orders (PP-PI-POR) At What Level is the Availability Check Carried Out? At What Level is the Availability Check Carried Out? The availability check can be carried out at plant. Choose Material → Material details.

110 April 2001 . choose Process order → Functions → Availability check → Material . The system carries out an availability check in the background and issues a message informing you whether you have a material shortfall or whether all materials are available. To find out which shortfalls you have. which will give you details of the missing material components. To check material availability.ATP on the header screen. you can call up the system log for material availability.Process Orders (PP-PI-POR) Checking the Availability of the Materials in an Order SAP AG Checking the Availability of the Materials in an Order Use You can check the availability of materials required for producing your order at header level or at the level of each individual component.

You find information about the inspection results in the following places: In the availability log. • • An overall check determines the availability of all components within an order/collective order. or you can trigger it manually. The status "material shortfall" is withdrawn during an overall or individual check if the required quantity of all components becomes available in the mean time according to ATP (available-topromise) logic. for example. You can also specify that the availability check is to take place when you save a created or released order. for example. You make these settings in Customizing for Process Orders (Operations → Availability check → Define Checking Control). You can also use the order information system to carry out an overall check for several orders simultaneously (see Collective Availability Checks [Page 113]). In the missing parts list. If an overall check determines that a material is not available on the required date. the system activates the status “material shortfall” in the order header. It can only be triggered manually.SAP AG Process Orders (PP-PI-POR) When is the Availability Checked? When is the Availability Checked? You can use either an overall check or an individual check to check the availability of components. the requirements quantity or the issue storage location) The date on which all components are available The missing parts overview always shows the results of the last availability check. It can be carried out automatically. In the missing parts overview. You specify in Customizing whether an availability check is to be carried out automatically. you find • A list of the missing parts April 2001 111 . when you create or release a process order. for example. you find: • • • The result of the check (whether all components are available) A list of the missing parts A list of the reservations that could not be checked (because. you find • • • A list of the missing parts The possibility to process missing parts (by changing. An individual check determines the availability of a single component. You can also specify when the checks are to be carried out. material master data was not maintained) The log is not saved when you leave order maintenance. independent of whether you have left order processing in the mean time. The checks can be carried out automatically.

you should restart the availability check manually after you have made the changes. the results of the availability check are stored in the release log.Process Orders (PP-PI-POR) When is the Availability Checked? • • • SAP AG A list of reservations that could not be checked (for example. If the availability is checked at the same time an order is released. because material master data was not maintained) A list of all checked components if you execute View → Inspection results → All components. The date on which other components are available The missing parts list is not saved if you leave order processing. this does not automatically trigger a new availability check. If you make changes that could affect the availability of components in the process order (such as date or quantity changes). For up-to-date information on any missing parts in an order. 112 April 2001 .

you can check several orders simultaneously for material availability. the checking rule for collective checks is taken from the order type (process orders). Just as for individual checks. Collective Availability Check: Criteria [Ext. Activities In Customizing for Process Orders.] Executing Collective Availability Check [Ext. For more information. refer to Production Orders in the Production Planning (PP) component. or from the MRP group/plant parameters (planned orders). Collective availability checks always carry out an overall availability check for each of the orders.] Checking the Availability of Capacities [Ext.SAP AG Process Orders (PP-PI-POR) Collective Availability Checks Collective Availability Checks Use Within the order information system. you can define profiles for collective availability checks ( Define Profile for Order Information System).] April 2001 113 . The check can be triggered in the segregated object list ‘order headers’ within the order information system.] Collective Availability Check: Results [Ext. Features The orders to be checked can be process orders or planned orders.

for the entire order. and one or more components are not available on their respective requirements dates. that is. choose Process order → Functions → Availability check → Material .shortfall list) Display the material shortfall overview (from the dialog box or by choosing Goto → Material shortfall → Material shortfall) The system only sets the status “Material shortfall” in the process order if you carry out an availability check for all components. If material components are not available on their requirements date. proceed as follows: 1. In both cases. the status “Material shortfall” is set in the process order. see the R/3 Library PP .Material Requirements Planning under Availability Check [Ext.Process Orders (PP-PI-POR) Carrying Out Availability Checks SAP AG Carrying Out Availability Checks You can carry out an availability check either for the entire order or for individual components in the material list. On the Material list screen. 2. For more information. In Customizing.ATP. Choose Period totals to display the material requirements and receipts of the individual periods. you can: • • • Display the log (from the dialog box or by choosing Goto → Logs → Mat. 114 April 2001 . Checking Individual Components To check the availability of a particular material. The system carries out an availability check. you can specify that process orders with status “Material shortfall” are blocked for release. A dialog box appears to inform you about this. choose Material → Availability → Check. availability) Display the material shortfall list (from the dialog box or by choosing Goto → Material shortfall → Mat. Checking all Material Components in the Order To check the availability of all material components in the order. A screen appears on which the quantity required on the requirements date and the confirmed quantity are displayed. Choose ATP quantities to display more detailed information.].

Choose Order headers. Select the orders you want to include in the availability check. and choose Check availability. April 2001 115 . You can change the profile defined in Customizing temporarily using the ‘Object selection’ function. The system lists the selected orders. Choose Logistics → Production . Enter an overall profile. 4. 5. Maintain parameters to determine the availability run. (As a prerequisite for this. and choose Check availability. For performance reasons. and a message of the specified levels or higher must have appeared. select the order. you must have specified that a log is to be generated as a parameter for the availability run. 3.SAP AG Process Orders (PP-PI-POR) Checking Collective Availability Online Checking Collective Availability Online 1. 2.process → Process order and then Reporting → Order information system → Object overview. and choose Goto → Log avail. A dialog box for the availability check appears. Enter your criteria for order selection and choose Execute. You can use the Check mode function to call up another dialog box in which you can specify further parameters to determine the availability run. If you do not need to display the individual order components. To display the availability log for a process order. The system checks the availability of the orders selected. you should restrict the objects to order headers and components. material. The overall profile specifies whether process orders and/or planned orders are read. you can also exclude components from the selection.

see Process Orders in Cost Object Controlling [Ext. the system calculates the planned order costs. The planned costs are allocated to cost elements.]. For more information. 116 April 2001 .Process Orders (PP-PI-POR) Preliminary Costing SAP AG Preliminary Costing Use When you create a process order and after each subsequent change of data in the order.

only phases and secondary resources are used to determine manufacturing costs. This enables you to compare planned with actual costs at any stage of order processing. Cost Segments Cost elements are recorded in cost segments which are managed for each fiscal year. Actual costs are updated when material issues or completion confirmations are carried out for the order. In the process order. for example. The system uses the latest start date of the phase or the requirement date of the material to calculate the period of the fiscal year in which the planned costs of an order are incurred. or when a goods receipt is posted for an externally procured material component. Planned/Actual Cost Comparison Both planned costs and actual costs are recorded in cost segments. Secondary Cost Elements Costs which are considered to be secondary cost elements include: • • • production costs material overhead costs production overhead costs These costs are allocated to the order via internal cost allocations.SAP AG Process Orders (PP-PI-POR) Cost Elements Cost Elements A distinction is made between primary and secondary cost elements: Primary Cost Elements Costs which are considered as primary cost elements include: • • material costs costs for external procurement These costs are allocated to the order via primary costs. April 2001 117 . such as material issues.

the material component is not taken into account in costing. but can be reset manually. 118 April 2001 . If the indicator is not set. This indicator specifies that the component is fully relevant to costing.Process Orders (PP-PI-POR) Planned Costs for Components SAP AG Planned Costs for Components The costing relevancy indicator of the component determines whether or not costs are calculated for a material component. This indicator is on the material list General Data screen in the order. The system automatically assigns the material component to the relevant cost element via the MM Consumption Account Assignment. It is set as a default setting.

SAP AG Process Orders (PP-PI-POR) Planned Costs for Materials Manufactured In-House Planned Costs for Materials Manufactured In-House If a material is manufactured in-house. The costing variant refers to a valuation variant which determines which price from the material master record is used to calculate the planned costs of a material (for example. April 2001 119 . a costing variant is defined for each order type and plant. In Customizing. the system calculates the planned costs of the material using the valuation variant and a price stored in the material master record. the moving average price or the standard price).

• • Planned costs for a component kept in stock are calculated in exactly the same way as for a material manufactured in-house. Planned costs for a component not kept in stock equal the value of the requisition created for the component. The value of the requisition is calculated via the valuation price and the price unit of the requisition. 120 April 2001 .Process Orders (PP-PI-POR) Planned Costs for Materials Procured Externally SAP AG Planned Costs for Materials Procured Externally For materials procured externally. the system distinguishes between stock components and nonstock components.

see Cost Center Planning [Ext. The system calculates the planned costs for the activities in a phase based on the valuation variant planned for the order type (defined via the costing variant). The values of the individual activities are specified via the activities defined in cost center accounting.]in the CO-CCA documentation. For more information. April 2001 121 . Planned costs are calculated for both types of activities.SAP AG Process Orders (PP-PI-POR) Manufacturing Costs Manufacturing Costs The activities used in an order can be divided into internal activities and external activities.

1.Process Orders (PP-PI-POR) Planned Costs for Production SAP AG Planned Costs for Production Whether a phase is calculated depends on the control key and the costing relevancy indicator of the phase. 2. Using the control key of the phase. 122 April 2001 . Operations are automatically excluded from costing. If the phase is relevant to costing. you can additionally use a costing relevancy indicator to specify the factor that is to be used to calculate the services performed in a phase or you can disconnect the phase from costing. you can specify whether the phase is relevant to costing.

April 2001 123 .SAP AG Process Orders (PP-PI-POR) Planned Costs for Internal Activity Planned Costs for Internal Activity To calcuate the planned costs for carrying out a phase. In a second step. the system first sets up a quantity structure for the produced activities. the quantity structure is valuated with a price.

124 April 2001 . As soon as the system has calculated how much activity is expected for a particular activity type. Using the formula and the standard times in the phase. it can valuate the activity for each activity type. the system calculates how much activity is expected for a particular activity type in a particular phase.Process Orders (PP-PI-POR) Setting up a Quantity Structure SAP AG Setting up a Quantity Structure The most important data for setting up a quantity structure for an activity is defined in the resource: • • activities formulas Every activity is allocated to an activity type. Each activity type is allocated to a formula in the resource.

The costing variant refers to a valuation variant. which refers to a costing sheet. They are updated in the order under the cost elements defined in the costing sheet. a cost center) is credited under which cost element during actual postings April 2001 125 . The costing sheet determines what overhead surcharges are assigned to the order. Process Flow A costing variant is defined in Customizing for each order type and plant. such as electricity costs or general storage costs.]).SAP AG Process Orders (PP-PI-POR) Overhead Costs Overhead Costs Use Overhead costs are costs that can only be assigned to the process order indirectly. or they are determined in Activity-Based Costing (see also Dynamic Template Allocation in Actual [Ext. Overhead costs are assigned to the process order by way of overhead surcharges. depending on these conditions. The costing sheet specifies: • • • • To which direct costs surcharges are applied Under which conditions a surcharge is calculated How high. the surcharge percentage is Which object (for example.

The costing sheet valid for the order must refer to the above-mentioned overhead key. the system determines the percentage used to calculate the overhead costs of the order. If you want the calculation of overheads to depend on which material is being produced. You can find more information on overhead surcharges online in the guide to Organizational Elements Internal Orders. as well as under the menu option “Overhead Surcharges [Ext. Using the overhead group and the costing sheet.Process Orders (PP-PI-POR) Overhead Groups SAP AG Overhead Groups You can make the calculation of overheads dependent on the material to be produced by specifying an overhead group.]” in the Customizing menu of product cost accounting. 126 April 2001 . you must have maintained an overhead group which refers to an overhead key. you should note the following: • • In the Costing screen of the material master record of the material to be produced.

if an order is only created and not released. you cannot withdraw any material components. these restrictions are canceled. April 2001 127 . You cannot create a control recipe. When you release the order. various restrictions apply: • • • • You cannot carry out completion confirmations for the order.SAP AG Process Orders (PP-PI-POR) Releasing Process Orders Releasing Process Orders When you create a process order by choosing Process order → Create. You cannot carry out goods movements for the order. You cannot print shop floor papers. that is. the initial status CRTD is shown under System status in the main header. However.

On the General Header screen of the application menu for process orders. You can assign the profile to the process order in the material master record (Work Scheduling view) of the material to be produced. Automatic batch creation [Page 29] can be carried out for the material you want to produce. 128 April 2001 . or via the order type in Customizing. When you save your entries. the process order is released. choose Process order → Functions → Release. Releasing Process Orders Automatically In the production scheduling profile maintained in Customizing.Process Orders (PP-PI-POR) Releasing Process Orders SAP AG Releasing Process Orders You can release a process order in the create or change mode. The status REL is displayed in the System status field. you can specify that process orders are released automatically. All operations and phases in the order then have the status Released.

The system now releases the selected operation(s) and/or phases. 2. Once you have released all the operations of a process order. To release an operation or a phase. select the functions Goto → 2-line operation overview. you can see the status of the orders. The system will release the operation or phase if you have not released the whole process order. mark an operation or phase and select Operation → Functions → Release. You can also release individual operations and phases from the 1-line operation overview as follows: 1. If you delete the last phase of an operation without releasing it. the operation is released. proceed as follows: 1. In the 1-line operation overview. The process order is then “partially released” and the status PREL appears under System status in the main header. Once you have released all the phases of an operation. April 2001 129 . 2. In this screen. The 1-line operation overview does not show this status. Now select the menu options Operation → Functions → For operation/phase → Release. Select the operations/phases you want to release.SAP AG Process Orders (PP-PI-POR) How to Release Operations and Phases How to Release Operations and Phases You can release individual operations/phases of the process order. 3. In the Main header screen. the operation is automatically released. If you release an operation. the order automatically receives the status released. all the phases belonging to this operation are also released.

select Release+Control recipe instead of Release.Process Orders (PP-PI-POR) Collective Release of Process Orders SAP AG Collective Release of Process Orders You can several select process orders and release them. 130 April 2001 . 3. Select Release. 2. If you want the system to also create control recipes after the release. 4. 5. The system releases the selected process orders. the corresponding values are automatically taken over into the fields Release and To release. you can enter further criteria for the process order. material or status. If a release period is already proposed in your user master record. If required.process → Process order. Select the menu options Logistics → Production . such as MRP controller. enter the interval desired in the fields Release and To release. You can select process orders according to the following criteria: • • • • • • • order type plant MRP controller material process order number (interval) release date (interval) status profile Now proceed as follows: 1. and then Process order → Release. Select the relevant plant. The system automatically uses the current date as the release date according to which process orders are selected. Select all the process orders you want to release. If you want to select process orders according to their release date.

these results can be automatically taken over into the process order. April 2001 131 . replace the values taken over from the master recipe.SAP AG Process Orders (PP-PI-POR) Actual and Planned Data after Order Release Actual and Planned Data after Order Release When a process order is released. If scheduling and capacity requirements calculations have been carried out in the rough-cut planning phase for the planned order. The characteristics of reserved ingredients. such as the active ingredient potency of a particular warehouse batch. the resource classes are replaced by the selected individual resources.

132 April 2001 . enter program RCOCRDV2). specific users are notified. Prerequisites In Customizing for Process Orders (under Operations) • • Variants for deviation recording must be defined together with the corresponding data (selection criteria. Only orders that were released after the creation (and planning) of the corresponding variants are taken into account in deviation recording. If tolerances are exceeded or fallen short of. tolerances. a periodic background job checks whether there are schedule deviations for operations or phases in process orders.Process Orders (PP-PI-POR) Deviation Recording SAP AG Deviation Recording Use After a process order has been released. user to be informed) A background job for deviation recording must be planned (on the Step screen.

Inspection characteristics are assigned to the inspection lot. To find out more about inspection characteristics. The characteristics define the inspection requirements. A distinction is made between qualitative characteristics and quantitative characteristics. The results of the inspection are then recorded for each inspection characteristic and stored in the inspection lot. An inspection lot documents a request for an inspection. April 2001 133 . Characteristics are assigned to individual operations in the master recipe. With in-process inspections. You also have the option of creating an inspection lot manually in the process order. an inspection lot is created for a process order. Features The system distinguishes between planned and unplanned inspection characteristics: • • Planned inspection characteristics are maintained in the master recipe Unplanned inspection characteristics are maintained in QM results recording. If inspection data has been maintained and activated in the quality management view of the material master of the material being produced. see Inspection Planning. then the system automatically creates the inspection lot as soon as the first operation in the process order is released. To find out more about inspection lots. it is sometimes necessary to carry out inspections to ensure the quality of a product. see Inspection Processing. An inspection characteristic defines what needs to be inspected. You can branch to QM from the operation/phase overview of the process order.SAP AG Process Orders (PP-PI-POR) Inspection Lots/Inspection Characteristics Inspection Lots/Inspection Characteristics Use In a production process.

enter an Inspection type (as a rule 03 for inspection in production) and a Quality score procedure. enter the Time factor and the Time unit. You can also use menu options Order → Functions → Status. 3. you can have your process inspected by generating an inspection lot for your process order.Process Orders (PP-PI-POR) How to Create Inspection Lots SAP AG How to Create Inspection Lots If you use a quality management system. you must enter an x in field Act to activate the QM inspection for this inspection type and this material. In addition. Select Operation → Quality data. in the Operation overview. 2. this inspection is known as a process accompanying inspection. you must maintain the respective QM data. For this purpose call the QM view In flag the field Quality inspection and call function Inspection data On the detail screen QM inspection data. you can generate an inspection lot by selecting Process order → Functions → Generate inspection lot. Create automatically The system automatically generates an inspection lot for a process order when the first operation or phased in the order is released: • If the system manages to create an inspection lot. You can only create an inspection lot in a process order if: • • • The process order is not technically complete The process order has no deletion flag or deletion indicator in the header In the material master record of the material you want to produce. you must set up at least one inspection characteristic for at least one operation or phase. • you have maintained QM data at operation/phase level (inspection characteristics) and for inspection point processing also at recipe header level in the master recipe that you have used to create the process order. In addition. After you have created the inspection lot. the system status ILCR (Inspection lot created) is set in the header of the process order. 4. Create manually To manually create an inspection lot. 134 April 2001 . In the section Check points in production. In the master recipe go to the Operation overview and select the operations during which you want an inspection to take place. At operation level. You must have Time-related flagged here. In this case. In the process order. You can check the status of a process order in the status line of all process order header screens. click on Offset change to change the type of check point. your order receives status ILC (inspection lot created). This means that your inspections will be carried out on a time-related basis. proceed as follows: 1.

SAP AG Process Orders (PP-PI-POR) How to Create Inspection Lots • If the inspection lot could not be created. the system status ILNC (Inspection lot not created) is set. You can select and process all orders in which the generating of an inspection lot failed by using a selection profile and searching for all orders with the status ILNC April 2001 135 .

. if • • the operations in the process order do not contain any unplanned characteristics no inspection results have been recorded in the inspection lot To delete an inspection lot. Select the menu options Process order → Functions → Inspection lot → Delete Insp. lot. 2. 1. Call up the process order. 136 April 2001 .. The system automatically deletes the inspection lot for the process order.Process Orders (PP-PI-POR) How to Delete Inspection Lots SAP AG How to Delete Inspection Lots You can only delete an inspection lot.

SAP AG Process Orders (PP-PI-POR) Partial Lot Creation from the Process Order Partial Lot Creation from the Process Order Use You can create partial lots of material manufactured in a process order using the functionality of the Quality Management (QM) application component. You must then link the master inspection characteristics to general characteristics that you used to classify your material. You may want to do this if you produce separate individual quantities of the material in a process order. for example: • • Manufacture the material simultaneously using different resources Manufacture the material at different times using the same resource Prerequisites The Quality Management (QM) application component has been installed in your system. due to the fact that you. Activities To inspect partial lots. For more information. April 2001 137 . If your material is to be handled in batches. you can assign individual batch numbers to the partial lots when you record results in QM. you must assign inspection characteristics to your operations in the master recipe or process order. see Master Inspection Characteristics in the Quality Planning (QM-QP) component.

Process Orders (PP-PI-POR) Creating Inspection Characteristics SAP AG Creating Inspection Characteristics Use Inspection characteristics are normally copied over from the master recipe. 2. You can. char. Branch to the operation overview and select the operation to which you want to assign an inspection characteristic. however. Select the menu options Operation → Functions → Unplanned insp. You can only create an inspection characteristic after an inspection lot has been created and saved for the order and after the order has been released. 3. Call up the process order. create inspection characteristics in QM results recording. These are known as ‘unplanned’ inspection characteristics. 138 April 2001 . Procedure 1.

Delete the operation in question.. 2. Delete the inspection lot allocated to the order. if you delete an operation which has already been released. 3. you can delete the operation providing • • that no unplanned inspection characteristic is assigned to the operation QM results (status QMDA) have not yet been recorded for the operation. 1. April 2001 139 . but leaves the operation in the operation overview. Regenerate the inspection lot This will ensure that the inspection characteristics of the remaining operations remain in the process order.SAP AG Process Orders (PP-PI-POR) How to Delete Operations With Inspection Characteristics How to Delete Operations With Inspection Characteristics If an inspection characteristic has been allocated to an operation (system status ICHA). To delete an operation with status ICHA. Remember.. the system activates the system status DLFL in the operation.

A list can be a complete printout of a material provision list. the printing of shop floor papers is carried out in the form of lists. 140 April 2001 . for example. or a printout of time tickets.Process Orders (PP-PI-POR) Printing SAP AG Printing Use In the SAP System.

that user “A” is only allowed to print material provision lists and withdrawal slips. Features You can print the following: • • • • • • • Operations of a process order Operation control ticket Goods issue slip Job ticket Pick list Completion confirmation slip Wage slip You can reprint all these papers at any time. • Which lists a user is allowed to print You can specify. Prerequisites The process order(s) must be released. Under Process order → Settings → List control. • The layout of the list April 2001 141 . that all the shop floor papers are created during order processing. • The data a list is to contain You can specify which report is to be used to create a list. you can define • Which lists may be printed from the process order You can specify. In Customizing for Process Orders (Process Order → Operations → Define Print Control). you can display the lists of papers that your profile allows you to print.SAP AG Process Orders (PP-PI-POR) Printing Shop Floor Papers Printing Shop Floor Papers Use You can print shop floor papers for process orders. Print Functions You can only print those papers that have been defined for your print settings in Customizing. but that the printing of the lists can be limited by choosing Process order → Functions → Print. The report processes the available data and prints it. and that user “B” is only allowed to print time tickets and completion confirmation slips. for example. for example.

for example.Process Orders (PP-PI-POR) Printing Shop Floor Papers You can. • The spool parameters for printing SAP AG You can use the spool parameters to define whether you want the lists printed immediately or stored in the spool and the number of days you want the list stored in the spool before it is deleted. define a form which prints a bar code on the completion confirmation slip for a particular order type. 142 April 2001 .

Depending on the data entered in the master recipe.SAP AG Process Orders (PP-PI-POR) External Processing External Processing Purpose You can use external processing to have individual process steps. it makes a transfer posting to this stock for the material to be provided (movement type 541). allocations of the material components to be provided Process Flow 1.]): • • • A control key that allows external processing The detail data on external processing In subcontracting phases. However. Purchasing converts the purchase requisitions into purchase orders. The following data has been maintained for the phase or secondary resource (refer to External Processing Data Maintenance [Ext. When you create a process order. 3. Prerequisites You have installed the application component Purchasing (MM-PUR). You can still change this data in the process order. April 2001 143 . they are not copied to an existing purchase order. carried out by a different company. 4. The purchase requisition number is copied to the external processing data of the phase or secondary resource in the process order (see General Data detail screen). In addition to the external processing data. section Master Records from the Purchasing View). the external processing data of the phases and secondary resources is copied to the order. the purchase requisition created is of type Standard purchase order or Subcontracting and is assigned to the process order account. If you later change the dates and quantities in the order. This process describes how externally processed steps are treated in order processing. these changes are automatically copied to the purchase requisition. the system creates a purchase requisition for externally processed phases and secondary resources for the quantity of the phase or secondary resource. The vendor externally processes the phase or secondary resources. When you save the process order. If required. the system also copies the short text for the phase or secondary resource to the purchase requisition. inventory management determines whether all material components in a reservation are available. 2. that is operations or phases. The relevant purchasing master data has been created there (see the R/3 Library MMPurchasing. 5. By monitoring the material stocks to be provided to a vendor.

O. the system posts a goods issue for the material to be provided (movement type 543). External operation delivered The process order account is charged with the costs for external processing and the material to be provided 144 April 2001 . you post a goods receipt for the In subcontracting phases. the system sets the P. exists (Purchase order exists) indicator in the external processing data for the phase or secondary resource. In subcontracting secondary resources. you must enter the material components to be provided to the vendor in the purchase order yourself.Process Orders (PP-PI-POR) External Processing SAP AG After external processing has been completed. the allocated material components are automatically provided in the purchase order. The following activities are carried out at the same time: – – – – See also: R/3 Library MM. The quantity from the goods receipt is copied to the external processing data of the phase or secondary resource in the process order. 6. The phase or secondary resources receives status EOPD. External operation partly delivered or EODL. warehouse for the purchase requisition (movement type 101).Purchasing Guide In the case of subcontracting purchase orders. In the process order.

April 2001 145 . The stock quantities of the material are updated. The stock values are updated in the material master record and the stock/consumption accounts are updated. all the necessary material components have to be issued from stock via goods issues.SAP AG Process Orders (PP-PI-POR) Goods Movements Goods Movements Use Before you can start producing a material. The delivery to stock of the manufactured material is documented in the system via a goods receipt. Both types of goods movement trigger the following transactions in the system: • • • A material document is created to record the goods movement.

the system automatically creates a reservation for the necessary material components. proceed as follows: 1.Process Orders (PP-PI-POR) Planned Withdrawal of Material Components SAP AG Planned Withdrawal of Material Components Use When a process order is created. PI CONS) If the ‘backflush’ indicator is set for a component contained in the material list. Save the goods issue. The reserved materials cannot be issued from stock until the operation or phase to which they are assigned in the order has been released. the goods issue is posted automatically when you create the confirmation for the respective phase. 146 April 2001 . There are two ways in which you can post a goods movement: • • Manually in inventory management As part of process control by transferring a material consumption message (see also R/3 Integration Using Process Messages [Ext. or search for them via the specified search criteria. If you do not refer to a reservation or to a process order when you post a goods issue. even though the requirement no longer physically exists. For more information on how to control whether a material is backflushed. Procedure To issue material components from stock. Choose Continue.]. 4. you can either refer to the order number or to the reservation number. To issue material components from stock.]. 2. 3. or select one using the search criteria. The reservation number is displayed in the general data screen of the components. see Backflushing [Ext. Choose Logistics → Materials management → Inventory management → Goods movement → Goods issue. A dialog box appears in which you can either directly enter the reservation or the order number. Choose → To reservation or → To order. Each material component in the order is dealt with under a different item number in the reservation. Check the list of material components proposed for issue. – The system automatically proposes the movement type 261 (goods issue for order) as well as all the material components in the order that are not marked as bulk material or as material to be backflushed. Enter the reservation number or order number directly. The withdrawal of the components causes the value of the components issued to be debited to the order for each cost element and origin as actual costs. the reservations remain open and the required quantity reserved.

SAP AG Process Orders (PP-PI-POR) Use April 2001 147 .

These “unplanned withdrawals” cause the actual costs of the order to be updated. 3. For each material you want to be issued. 4. Press Enter. In order to perform batch determination. The system will find batches of this material. Enter the storage location and the plant from which the goods are to be issued. Post the goods issue. In the initial screen. Procedure To carry out unplanned withdrawals for a process order. you will have to either enter a specific batch number or carry out batch determination. Now enter the number of your order. select Logistics → Materials management → Inventory management and enter movement type 261 (goods issue for order). which you can then copy over to your list of items.Process Orders (PP-PI-POR) Unplanned Withdrawal of Components for an Order SAP AG Unplanned Withdrawal of Components for an Order Use You can withdraw materials for an order even if the materials are not listed as components in the order. 2. The system automatically branches to the screen Enter goods issue: New items. 148 April 2001 . you must either: set up a batch search strategy or enter an asterisk (*) in the field Batch. proceed as follows: 1. enter: the material number the quantity the quantity unit Batch If the material you want issued is subject to handling in batches.

Storage location: If a storage location is maintained in the material master of the material being produced. Goods receipt indicator (GR): If this indicator is set. a goods receipt is expected for the process order. the system automatically proposes for the material to be posted to stock in quality inspection when the receipt posting is carried out. Delivery complete indicator: This indicator is set automatically by the system as soon as a delivery is posted within the delivery tolerances. Quality inspection: If this indicator is set.: Here. unlimited overdeliveries are permitted. • • • • • • • If desired. Goods recipient and Unloading point as additional information for the goods receipt. You can. If the goods receipt quantity is less than the expected quantity minus the underdelivery tolerance. The system does not accept a goods receipt which is greater than the order quantity plus the overdelivery tolerance. you can also maintain Batch. This screen contains the following information: • Underdeliv. tol. This means that the process order is relevant for inventory management. tol. the receipt is regarded as a partial delivery and accepted without a corresponding warning message.SAP AG Process Orders (PP-PI-POR) Delivery to the Warehouse Delivery to the Warehouse The data required to deliver the manufactured material to the warehouse is contained in the header screen Goods receipt/Valuation of the process order header. If a goods receipt quantity is within the underdelivery tolerance. Unlimited: If this indicator is set. set this indicator manually during a goods receipt posting.: Here. If this case arises. April 2001 149 . however. the system issues a corresponding message. the system issues an error message during the posting of the goods receipt. Overdeliv. The system does not issue any warnings with regard to the quantity of the goods receipt. Non-valuated goods receipt indicator (GR non-val): This indicator is set automatically by the system if the order is assigned to an account other than that of the material to be produced (for example to a sales order). the system proposes it in this field. you can enter a percentage for the tolerance of overdelivery. you can enter a percentage for the tolerance of underdelivery.

Process Orders (PP-PI-POR) Automatic Goods Receipt SAP AG Automatic Goods Receipt Use In the control key of an operation or phase. In this case. as a rule. you have to post the goods receipt manually. 150 April 2001 . If several operations or phases in an order have a control key that specifies automatic goods receipt. As a rule. In PP-PI. An automatic goods receipt can only be posted for one operation or phase per order. automatic goods receipts should not be used. for the following reasons: In order to calculate the activities performed. When you use process messages from process control (PI PROD). You should therefore make sure that only one operation or phase in the order (normally the last operation or phase) has a control key that specifies automatic goods receipt. you can specify that the system should automatically post the finished material to stock when the operation or phase is confirmed. the quantity processed during an operation is confirmed. this quantity does not correspond to the yield. you should not use this function in process manufacturing. the system issues a warning message when you confirm one of them.

the system carries out the following checks: • Goods receipt indicator – – – • – The system checks whether a goods receipt is permitted for the order (indicator GR) and whether or not the goods receipt is to be valuated (indicator GR non-val). the system issues a warning or an error message. Under-/Overdelivery tolerance April 2001 151 .SAP AG Process Orders (PP-PI-POR) What Checks are Carried Out During a Goods Receipt? What Checks are Carried Out During a Goods Receipt? When a material is delivered to stock after production. If the delivered quantity is not within the under-/overdelivery tolerances specified in the order header screen Goods receipt/Valuation.

the delivered quantity is multiplied by the price defined by the valuation variant. the delivered quantity is multiplied by the standard price in the material master record of the material produced. If the price control indicator in the material master record is set to “V”.Process Orders (PP-PI-POR) Delivery to Stock: Costs SAP AG Delivery to Stock: Costs When you deliver the material to stock. the system determines the costs of the material produced in the following way: • If the price control indicator in the material master record is set to “S”. • 152 April 2001 .

Moving average price Price which is calculated according to the corresponding goods movements and invoices created for the material. April 2001 153 . Total value The value of all the valuated stock of the material. The system automatically determines the moving average price by dividing the material value in the stock account by the total warehouse stock of a plant.SAP AG Process Orders (PP-PI-POR) Delivery to Stock: Updates in the Material Master Delivery to Stock: Updates in the Material Master The following fields of the material master record (Accounting view) are updated when you post a goods receipt for the material: • • • Total stock quantity The total valuated stock for the material.

indicator is set manually during a goods receipt. it is still possible to post goods receipts for remaining quantities. compl. compl. the total quantity delivered to stock for the order is within the tolerance limits of the order. The status “final delivery” is activated in the order as soon as The status “final delivery” specifies that no further goods receipt is expected for the order.Process Orders (PP-PI-POR) Delivery to Stock: Updates in the Order SAP AG Delivery to Stock: Updates in the Order The following fields are updated in the header screen Date/Quantity overview and in the main header of the order when you post a goods receipt for the material produced: • • • Confirmed quantity The total quantity of the material that has been delivered to stock. Confirmed finish date The date of the last goods receipt for the material. or the Del. However. or the Del. indicator is set manually during a goods receipt. Order status The status “partially delivered” is activated in the order until – – • – – the total quantity delivered to stock reaches the order quantity (minus the underdelivery tolerance). 154 April 2001 .

– – If the process order is finished.SAP AG Process Orders (PP-PI-POR) How to Post a Goods Receipt How to Post a Goods Receipt To deliver an order to stock. if you are inspecting using inspection points. in this case. If the material is subject to handling in batches. the value derived in PP-PI should be ignored. 3. Check the entry. add the order number. the plant and the storage location and then press ENTER. 2. Select the menu options Movement type → Order to warehouse (101). You reach the screen Goods Receipt for Order: New Items 0001. April 2001 155 . the material quantity per batch is proposed. If only a part of the order quantity is delivered to stock. Starting in the initial screen. as no confirmations are normally generated by QM.]. that. Note. See also R/3 Integration Using Process Messages [Ext. or inspections for operations or phases. The system proposes the following quantity: if you are not using inspection accompanying manufacture. set the indicator “final delivery”. A goods receipt can also be generated using process messages on the produced material quantity from process control. proceed as follows: 1. the planned quantity is proposed from the order. Enter the quantity that you want to deliver to stock. 4. select the menu options Logistics → Materials management → Inventory management and then Goods movement → Goods receipt → For order. You can find further information on goods movements in the MM Inventory Management Guide. Save the goods receipt. do not set the indicator. – – – – The system displays the movement type in the corresponding field. the system proposes those quantities recorded during results recording for the operation that feature the indicator ‘last partial lot allocation’.

Precise completion confirmations are important in realistic and exact production planning. 156 April 2001 . As such.Process Orders (PP-PI-POR) Completion Confirmations in Process Orders SAP AG Completion Confirmations in Process Orders Use A completion confirmation documents the processing status of orders. operations. A completion confirmation is used to record • • • • • The quantity processed in a phase How much activity is used to carry out a phase The actual dates of a phase The resource at which the phase is carried out Who carried out the phase. such as times or order status Withdrawal postings for backflushed components An automatic goods receipt (only for one phase per order) MRP relevant update of the expected yield in the order. completion confirmations are used to monitor the progress of process orders. based on the confirmed data An update of the order data. A completion confirmation can cause: • • • • • • A reduction in the capacity load on the resource An update of the costs. phases and individual capacities.

scheduling. the goods issue for this component is posted.]. When the respective phase is confirmed. Make sure that you assign material components for which backflushing has been defined to phases only. At present.SAP AG Process Orders (PP-PI-POR) Which Objects Can Be Confirmed? Which Objects Can Be Confirmed? You can enter completion confirmations for: • • • Orders Phases Secondary resources As costing. see R/3 Integration Using Process Messages [Ext. an operation is not automatically confirmed when you confirm its phases. and capacity requirements planning is only carried out on the basis of the confirmation data of the phases. For information on the confirmation of phases and secondary resource. only phases and not operations can be confirmed. April 2001 157 .

• Goods movements You can post planned and unplanned goods movements with every confirmation. • • Times and dates You can confirm when the processing of the phase was started or finished. confirm the personnel number of the employee. You can. Activity data You can confirm the activity used to carry out the phase. such as the duration of the processing time. Posting date A posting date is entered for every completion confirmation.Process Orders (PP-PI-POR) What Data Can You Confirm? SAP AG What Data Can You Confirm? You can confirm the following data for a phase: • • Quantities You can confirm the quantity processed in a phase. however. • • Resource You can confirm the resource at which the phase was carried out. enter a different date. You can also enter estimates for the remaining activity to be used. You can also enter a long text to describe the completion confirmation. Personnel data You can. These estimates can then be used in scheduling and capacity planning to adapt the standard values of the phase. for example. in the Material overview screen. see Goods Movements and Confirmations [Page 168]. For more information. 158 April 2001 . The system automatically proposes the current date as the posting date. or the number of employees needed to carry out the phase.

and that you can correct the errors in the material overview before posting the confirmation Whether the system should check that the date is in the future. • These settings are fixed parameters that can only be maintained in Customizing. April 2001 159 . you can specify the following for phase confirmations: • • • • • • • Whether partial or final confirmation should be proposed by the system Whether a costing log should be displayed if errors occur during the calculation of costs The default time unit for completion confirmations Whether the underdelivery and/or overdelivery tolerances of the order should be checked during confirmation Whether the system should react if the phase/operation sequence is not adhered to Whether previously confirmed data. display these settings in the confirmation function by selecting the menu options Parameters → Fixed parameters in the Process order confirmation screen. however. or data which is planned to be confirmed should be displayed during confirmation Whether an error log is displayed for goods movements with errors (for backflushing/automatic goods receipts). In Customizing.SAP AG Process Orders (PP-PI-POR) Fixed Parameters in Completion Confirmations Fixed Parameters in Completion Confirmations Use You can enter settings for completion confirmations both in Customizing (fixed parameters) and in the actual confirmation (Variable Parameters in Completion Confirmations [Page 160]). You can.

or only open phases Whether an error log should be displayed for goods movements with errors Whether an error log should be displayed if errors occur during the calculation of actual costs Whether only phases which require confirmation should be displayed. you can specify the following during each confirmation: • • • • • • Whether a partial or final confirmation should be carried out The confirmation detail screen to which the system should automatically branch after the initial screen Whether previously confirmed phases should be displayed during a confirmation.Process Orders (PP-PI-POR) Variable Parameters in Completion Confirmations SAP AG Variable Parameters in Completion Confirmations Use You can enter settings for completion confirmations both in Customizing (fixed parameters) and in the actual confirmation function (variable parameters). the system adapts the settings to the parameters maintained in Customizing (fixed parameters). Each time you carry out a new confirmation. phases whose control key specifies that they must be confirmed. choose menu options Parameters → Variable parameters. These settings are variable parameters which you can display and maintain in the confirmation function. 160 April 2001 . To display or change variable parameters. in other words. In the confirmation function.

For the individual confirmations. When you confirm specific events. As part of process control by transferring messages on phase status. The confirmed value is assigned to a corresponding value in the standard value key parameters.] Time Event Confirmation for Secondary Resources [Ext. This applies to all the above data. You can only confirm activities that cannot be assigned to a particular record type group by using the time event “Variable activity”. durations. To confirm specific times (such as start or finish processing). when calculating the actual costs of the phase/operation). You can generate confirmations as follows: – – Manually. only when inspection points are used. The processing of a phase requires both machine time and labor time. Each record type group can be assigned to one or more parameters in the standard value key of the resource (such as machine time). See also R/3 Integration Using Process Messages [Ext. You can only confirm quantities when you confirm time events.SAP AG Process Orders (PP-PI-POR) Entering Completion Confirmations Entering Completion Confirmations Use You can confirm data • For a phase You have two options: – – To confirm quantities. Processing time events are assigned to record type group 2. enter a confirmation for a time event. enter a confirmation for a time confirmation ticket.] Only in exceptional cases as part of inspection results recording from QM. it is possible to – April 2001 161 . if you enter record type group “2” for the parameters “machine” and “labor” in the standard value key. If you are not using inspection points. The link between time event and parameter ensures that the calculated duration counts as an activity (for example. activities or personnel data.]. you have the following options: Time Event Confirmation for Phases [Ext. The following applies for time event confirmations: – Every confirmed time event is assigned internally to a record type group. the time between start and finish of processing counts as the duration of processing). during order processing. The time event confirmation for the processing section of the phase can take effect on activity “machine time” and on “processing time”. the system calculates the confirmed duration (for example.

for the following reasons: .Process Orders (PP-PI-POR) Use SAP AG return to the confirmation transaction. As a rule. • For an order – If you enter a confirmation at order header level.QM returns the yield. For this reason. during a collective confirmation. In process industries.]. If you use the collective entry function. you can have the relevant orders confirmed during Material Flow Postings Between Process Orders [Ext. but no confirmation is automatically transferred from results recording. can be confirmed or must be confirmed. Within process control. the system automatically clears any open reservations for that phase.Simultaneous confirmation from QM and process control (message on phase status) is not allowed. . this quantity as a rule. However. you can confirm the following data for several phases from different orders at the same time: yield reason for variance personnel number resource – • For several phases at the same time – – – – – For each phase. does not equal the processing quantity. you set the indicator “final confirmation” for a phase. is preassigned ‘no confirmation’ in PP-PI. you can also specify whether the entry is a final confirmation. the processing quantity is required to determine the activity required. the indicator that controls the recording of confirmations issued by QM. according to their control key. and the indicator “Open reservations” is set in the confirmation parameters in Customizing. These phases are confirmed in proportion to the quantity entered at header level. See also QM documentation on inspection management/inspection recording. If. 162 April 2001 . you should not use this method in process manufacturing. the system confirms all the operations and phases in the order which.

This identifies the phase to be confirmed. – – If you want to confirm data for a phase that is only partially processed. Specify the phase you want to confirm: – – Enter the completion confirmation number. mark the indicator Clear open reservs. proceed as follows: 1. you can reach the required fields or the required screens via the function keys or via the menu. – Select the menu options Goto → Actual data. 5. You have three possibilities: – Select the menu option Goto and the corresponding screen: → Quantity/activity → Dates → Personnel data → Qty/Activity/Forecast – Press ENTER. Select the phase you want to confirm. You can also switch between partial/final confirmation via the menu options Parameters → Variable parameter. 2. Choose between final confirmation and partial confirmation. or the order number. Select the menu option Confirmation → Enter for phase → Time ticket or Time event. select the menu options Logistics → Production -process → Process order. and you wish to simultaneously clear any open reservations for the phase. If you enter only the order number. and phase number. April 2001 163 . If not all the fields which you need for completion confirmation are available on the screen. Confirming a single phase To enter a confirmation at phase level. 3. dates). Enter the data you want to confirm. Specify which data you want to confirm (for example. The system automatically branches to the screen which is specified in the screen control (Parameters → Variable parameters). the system lists the operations and phases contained in the order. A partial confirmation can be especially useful if you work with very large lots. If you want to confirm data for a phase that is finished. 4. You can now enter quantity/activity and personnel data in the same screen. select the indicator Partial confirmation.SAP AG Process Orders (PP-PI-POR) How to Enter Confirmations at Phase Level How to Enter Confirmations at Phase Level To reach the screen for entering completion confirmations.

Save your completion confirmation. If required. Confirming several phases For collective entry. press the function key Material overview to check or change any goods movements that are to be posted with the confirmation. In this screen. 3. Each line represents one confirmation and is assigned a separate confirmation counter.Process Orders (PP-PI-POR) How to Enter Confirmations at Phase Level SAP AG 6. Enter the relevant confirmation numbers and the data you want to confirm. 2. The activities of collective confirmations are calculated using the confirmed quantity and the planned standard values. 164 April 2001 . Select the menu options Confirmation → Enter → For phase → Collective entry. proceed as follows: 1. you can enter a new completion confirmation in each line. Save your confirmation. 7.

process → Process order. proceed as follows: 1. As an alternative to entering yield. and then Confirmation → Enter for order. Select the menu options Logistics → Production . 3. 2. April 2001 165 . Enter the data that you want to confirm. Enter the order number and press ENTER.SAP AG Process Orders (PP-PI-POR) How to Enter Confirmations at Order Level How to Enter Confirmations at Order Level To enter a confirmation at header level. you can enter a degree of processing.

The Collective Entry: Time Ticket screen appears. choose Operations → Confirmation → Define Parameters for Collective Confirmation). You can change the default type of confirmation identification during the input dialog. Enter the data that is to be valid for all confirmations (for example. 2. personnel number) in the Default values section and choose Enter. Save your confirmations. 166 April 2001 . and choose Continue.Process Orders (PP-PI-POR) Entering Collective Confirmations SAP AG Entering Collective Confirmations Prerequisites You can preset the following values (in Customizing for Process Orders. Enter your confirmations. You can go to the actual data screen by choosing Goto → Actual data. personnel data). You can determine how the table is to be set up (see Table Controls [Ext. Choose Confirmation → Enter for phase → Collective confirm. activities. Choose Logistics → Production process → Process order. Suggesting actual data You can specify at which time (when entering. choose Edit → Other view. Personnel data and dates are always suggested. You can save these default values as user-dependent so that they appear the next time you log on. You have the complete functionality of time ticket confirmation. To do so. 4. select the relevant actual data. By default. choose Actual data. From this screen. • Identifying the confirmation You can identify an individual confirmation either by the confirmation number or the order number/phase number.]). unit of measure. Each line corresponds to a confirmation and contains fields that are also available when you make a single entry for a time ticket confirmation. To do this. dates. If several confirmations have been selected. You can also delete these default values. This data overwrites data that you may have already entered. you can go to the detail screens and to the goods movement overview. select the relevant confirmations. you can switch between the individual confirmations. when saving) quantities or activities to be suggested. • Procedure 1. You can have the system suggest actual data (quantities. 3. no quantities are suggested and activities are determined when you save.

April 2001 167 . When you go back to the collective entry screen.]. the goods movements for the selected confirmations are displayed. the goods movements are also posted.SAP AG Process Orders (PP-PI-POR) Entering Collective Confirmations You can branch to the goods movement overview from the collective entry screen (choose Goto → Goods movements). You can check and. When you save the confirmations. if necessary. the Goods movement already determined indicator is set for the selected confirmations. On this screen. see Goods Movement Overview [Ext. For more information. change the goods movements.

the system automatically posts the produced material to stock. R/3 Integration Using Process Messages [Ext. Planned Goods Movements The following types of planned goods movements exist: • Backflushing If you confirm an order or a phase with components that have the backflushing indicator set. PI_PROD) to report material quantities. not enough material in stock when the backflushing occurs).]. Unplanned Goods Movements You can branch from a confirmation to a material overview. you can process the incorrect goods movements either 168 April 2001 . you can specify whether the overview lists all the components assigned to the phase/operation. you should not trigger material postings using confirmations. the goods receipt is triggered by the corresponding message (exception: inspection point processing in QM). for some reason. In Customizing. If. If you use this function. Automatic goods receipt should not normally be carried out in process manufacturing for the following reasons: The operation quantity (quantity confirmed) does not normally correspond to the quantity produced.Process Orders (PP-PI-POR) Goods Movements and Confirmations SAP AG Goods Movements and Confirmations Use When you create a confirmation. the system automatically posts a goods issue for these components. you should not post goods movements within order confirmation. If you want to use process messages (PI_PROD) to report material quantities. • Automatic goods receipt If the control key of the phase being confirmed specifies automatic goods receipt. If you use process messages (PI_CONS. you can also post planned or unplanned goods movements. You can enter any number of planned and/or unplanned goods movements in the material overview. You can post goods movements in PP-PI using process messages from process control. or only those which are to be backflushed/for which an automatic goods receipt is to be posted. You should therefore make sure that only one phase per order (usually the last one) has a control key that specifies automatic goods receipt). errors occurred in the goods movement (for example. See Process Management. An automatic goods receipt can only be posted for one phase/operation per order.

SAP AG Process Orders (PP-PI-POR) Use directly in the confirmation transaction or in a separate transaction for processing goods movements with errors. April 2001 169 . You can configure the background job in Process Order Customizing via Operations → Schedule background jobs. • Correction in the confirmation You can set up Customizing (error handling indicator) so that the system displays an error log before saving a confirmation. the system lists all components in the material overview. For further information on this function. The following restriction applies to the material overview: If the confirmation parameter “All components” is set and you branch to the material overview before you save. Goods Movements in the Background Using Running Confirmation Processes Separately [Page 174] in Customizing. You can then correct the errors by branching to the material overview before you save the confirmation. you can specify that planned goods movements (backflushing/automatic goods receipt) should be temporarily stored when you post the confirmation and posted in the background. If the confirmation parameter “All components” is not set. see Reworking Goods Movements [Page 170]. the system only displays components that are to be backflushed or for which an automatic goods receipt should occur. • Correction by reworking If you want to correct goods movements errors later. You can start the temporarily stored goods movements periodically using a background job with the program CORUPROC. you can use the reworking function. if goods movements errors have occurred. and post these goods movements. or if you do not branch to the material overview.

posting in the incorrect period.Process Orders (PP-PI-POR) Reworking Goods Movements SAP AG Reworking Goods Movements Use This function enables you to correct goods movements errors arising from confirmations. blocked material data. too little stock. Features This function enables you to: • Display errors in detail Examples of errors are: missing storage location. • • Correct goods movements Carry out goods movements again 170 April 2001 . missing batch. and to carry out the goods movement again.

and make any necessary changes to them (Goto → Change details. 7. Select the desired goods movements. 6. and choose Execute. 2. 5.SAP AG Process Orders (PP-PI-POR) How to Rework Goods Movements How to Rework Goods Movements 1. 4. Choose Save to carry out the goods movements again. Choose Environment → Display errors to display the errors in detail. Enter the selection criteria for the desired goods movements. for example). April 2001 171 . You leave the message by choosing Enter. Change to the process order menu. Select the goods movements you want to rework. Wählen Sie Environment → Material movement → Rework goods mvmnts 3.

invalid cost center. • Redetermine actual costs 172 April 2001 . or incorrect allocation of activity type to cost center. Features This function enables you to: • Output an error log on the error details Examples of errors are: missing activity price.Process Orders (PP-PI-POR) Reworking Actual Costs SAP AG Reworking Actual Costs Use This function enables you to redetermine actual costs if an error has occurred during a previous determination of actual costs during confirmation.

SAP AG Process Orders (PP-PI-POR) How to Redetermine Actual Costs How to Redetermine Actual Costs 1. Select the desired confirmations. and correct the error. 2. and choose Goto → Error log. 6. 5. Return to the session for reworking confirmations. Select the confirmations that you changed. 3. 8. Change to the process order menu. 7. Open a new session. Choose Save to redermine the actual costs. April 2001 173 . 4. Choose Confirmation → Rework actual costs. Use selection criteria to choose the confirmations you want to rework.

you can make settings that specify when processes triggered by a confirmation should run. You can use this setting to improve system performance when entering confirmations. 174 April 2001 .Process Orders (PP-PI-POR) Running Confirmation Processes Separately SAP AG Running Confirmation Processes Separately In Customizing. you can specify in Customizing whether these confirmation processes are to be carried out in parallel. Posting automatic goods receipt Backflushing components Determination of actual costs. You can specify that the processes run: • • • • • • Immediately online Immediately in the update task Later as a background job. You can specify the following: • • Number of parallel tasks The server to be used. or consecutively. You can influence the following confirmation processes that you can: In addition.

if you entered three confirmations for a phase.SAP AG Process Orders (PP-PI-POR) Canceling Completion Confirmations Canceling Completion Confirmations Use It is possible to cancel data previously confirmed. You can also access this function from within a PI sheet. Thus. April 2001 175 . You also activate user stati (depending on the reason for the malfunction) when confirming a phase. What can you Cancel? Every completion confirmation entered in the system can be canceled. The stati are not automatically canceled when you cancel the confirmation. See also: Canceling Order Confirmations [Ext.]. you can also cancel three confirmations and all confirmations automatically created by them.

the system branches directly to the detail screen of the confirmation.Process Orders (PP-PI-POR) How to Cancel a Completion Confirmation SAP AG How to Cancel a Completion Confirmation If you want to cancel a confirmation. 176 April 2001 . – – 4. Check the data to be canceled in the detail screen and save the cancellation. If only one confirmation exists for the phase. Select the menu options Confirmation → Cancel. 2. Specify the phase for which you want to enter a cancellation: – – By entering the completion confirmation number or the order number and the phase number. you can enter a reason for the cancellation in a long text. If several confirmations have been entered for a phase. the system branches to a screen which lists the confirmations. you clearly identify the phase. To reverse the cancellation of a confirmation you must manually reenter a confirmation. When the cancellation is saved. Press ENTER. Branch to the corresponding detail screen. the system branches to a screen with the corresponding phases/operations and their confirmations. 5. 3. If you enter only the order number. you must also specify which completion confirmation you want to cancel. Select the phase in question or the confirmation to be canceled. you only have to identify the phase. If several confirmations exist for the phase. Proceed as follows: 1. Mark the completion confirmation you want to cancel. you must first specify which completion confirmations you want to cancel: • • If only one confirmation has been entered for a phase.

2. Enter the number of the order in question. The system branches to an overview screen in which all confirmations and cancellations entered for the order are listed.SAP AG Process Orders (PP-PI-POR) How to Display Canceled Confirmations How to Display Canceled Confirmations If you want to display confirmation cancellations for the phases of an order. April 2001 177 . you must call up the completion confirmations in display mode. Proceed as follows: 1. Select the menu options Confirmation → Display.

You use the variant to define which processes are to be executed in the job. You cannot set deletion flags (status DFVL) for orders with future change records. you schedule the CORUPROC program with a variant.Process Orders (PP-PI-POR) Decoupling of Confirmation Processes SAP AG Decoupling of Confirmation Processes Use When you enter confirmations. The data for the processes is passed to the update task without delay and is processed immediately. For an example of when you can schedule the processes. This is the case for instance. if the the confirmed quantity of a material has not yet been posted to stock by the automatic goods receipt. Background Processing For background processing. various processes are triggered (goods movements are posted. This is useful if a large number of future change records have to be processed in a limited amount of time. These future change records contain all the necessary information for processing the background job later (see Processing Selected Confirmation Processes). the next dialog step is possible immediately. The next dialog step can take place right away. actual costs are determined) that may affect the response time of the confirmation dialog. Decoupling is set up in Customizing. note the following: • Future change records are saved for the individual processes. they are not executed immediately. If the processes are background jobs.You can process future change records in parallel (see Settings for Decoupling Processes Carried Out During Confirmation). which disappear when processing of all future change records is finished. • If you do not make any special settings. • If you are working in the update task. the processes are triggered immediately. • • 178 April 2001 . processing takes place as usual in dialog mode.You schedule the job in Customizing for Process Orders (Operations → Schedule Background Jobs). data inconsistencies can arise. Due to time differences from decoupling. You can define when each of these processes is to run: If an error occurs during actual cost determination or goods movement. you can remove the cause of the error or cancel the processing of the confirmation. You can avoid this by decoupling these processes from the actual confirmation. see Example: Background Processing. The next dialog step can only take place when all processes have finished. Features You can decouple the following confirmation processes: • • • • Automatic goods receipt Backflushing Actual cost determination In dialog mode. In the background job.

SAP AG Process Orders (PP-PI-POR) Decoupling of Confirmation Processes April 2001 179 .

The confirmation processes are divided into two groups: goods movement (goods receipt and goods issue) and actual cost determination. actual costs determination)? When is the process to run (dialog mode.Process Orders (PP-PI-POR) Settings for Decoupling Processes Carried Out During Confirmation SAP AG Settings for Decoupling Processes Carried Out During Confirmation You can make the following settings for decoupling: • • • Execution time Which processes are to be decoupled (automatic goods receipt. background job)? You summarize the following settings in a key term for process control: To define the control key for process control. choose Operations → Confirmation → Define Time for Confirmation Processes in Customizing for Process Orders. choose Operations → Confirmation → Define Paralleling Type for Confirmation Processes in Customizing for Process Orders. you enter the confirmation processes that are to be processed in parallel here. choose Operations → Confirmation → Define Confirmation Parameters in Customizing for Process Orders. 180 April 2001 . To enter the confirmation parameters. you assign a key term for process control of the confirmation process to an order type in a plant. • Confirmation parameters In the confirmation parameters. you can determine the following parameters: • • • Number of parallel tasks The server to be used Maximum number of items per material document (for goods movements) To maintain the paralleling type. This activates decoupling for the order type. For each group. • Parallel processing If you are working with background jobs. backflushing. update task.

Particularly for materials that are to be processed further or that are required in sales. For this reason. Actual costs determination is not important for a smooth production process. other material consumers as well as material requirements planning must be notified. you must decide when the individual processes are to take place. Since the material has already been physically taken from the storage location. Backflushing withdrawals should be processed within larger periods (for example. It is needed for cost control and is therefore to be adapted to the processes in Controlling. up-to-date stock levels are less important. once a day). it is important that stock levels are kept up-to-date. twice a day).SAP AG Process Orders (PP-PI-POR) Example: Background Processing Example: Background Processing If confirmations processes are to be processed in the background. As a general guide: • Automatic goods receipts should be processed directly after the actual confirmation. Actual costs determination should take place less frequently (for example. However. • • April 2001 181 . processing in dialog mode or in the update task are both possible.

There are separate functions for processing goods movements with errors and errors in actual cost determination. Future change records are usually processed as background jobs. Activities You start this function from the Process Orders screen by choosing Confirmation → Predefined Processes. Features On the selection screen. You only have to process future change records online. You can limit the selection of orders or the selection of processes. 182 April 2001 .) Execute data transfer to HR (Choose HR data transfer.Process Orders (PP-PI-POR) Processing Predefined Confirmation Processes SAP AG Processing Predefined Confirmation Processes Use You can use this function to process future change records for confirmation processes (see also Decoupling Processes Carried Out During Confirmation [Page 178]). You can only execute this action for all records simultaneously. for moving up processing when the background job is planned later). in exceptions (for example.) Display a confirmation for a future change record (Select a record and choose Confirmation.) Execute backflushing/automatic goods receipt/actual cost determination (Select a record and choose Save. you can decide which future change records are to be read.) You can do the following: • • • You cannot cancel confirmations for which there are future change records. You can use this function to process future change records from confirmations for the following processes: • • • • • Backflushing Automatic goods receipt Actual cost calculation HR data transfer Display an order for a future change record (Select a record and choose Order.

see the following sections: • • R/3 Library PP Production Orders.] R/3 Library. CO Cost Object Controlling.SAP AG Process Orders (PP-PI-POR) Order Settlement Order Settlement For information on order settlement.] April 2001 183 . section Order Settlement [Ext. section Process Orders in Cost Object Controlling [Ext.

see Technical Completion of Process Orders [Page 185]. • • • For process orders that have been completed and for which all costs have been posted. For process orders that are prematurely terminated or cannot be executed correctly. see Technical Completion of Process Orders [Page 185]. For process orders that have been completed and for which costs must or can still be posted. 184 April 2001 . see Business Closing of Process Orders [Page 187].Process Orders (PP-PI-POR) Order Closing SAP AG Order Closing Use You use the order closing function to indicate that a process order is complete from the logistics and cost accounting points of view.

The system status Technically completed (TECO) is set for the order and the operations. You can only display it. Features The following actions are carried out when the order is technically completed: • • • • • The order is not indicated as relevant to MRP anymore. You can. If an order is technically completed. Activities You can execute technical completion in the following ways: • • While changing an order. You usually use this function when you want to terminate execution of an order prematurely. You can revoke technical completion in the following way: • April 2001 185 . you cannot make any changes to the order. While carrying out mass processing (Logistics → Production process → Process order → Tools → Mass processing). see Business Transactions [Page 196]. While changing an order. reservations. However. Purchase requisitions that may exist for externally processed operations or non-stock components are deleted. For more information. The reservations are deleted. the technical completion of the order can be revoked. choose Technically complete in the Actions group box. if the order data must be changed. Prerequisites You must be allowed to set the order or operation to Technically completed. post a material withdrawal or a confirmation if they were forgotten. choose Process order → Functions → Restrict processing → Technically complete. You can still make postings for the order after the technical completion. To set the order to Technically completed. This means that a system or user status does not stop you from doing so. capacity requirements). The capacity requirements are deleted. or if the order was not properly executed and you want to delete open requirements of the order (for example. for example.SAP AG Process Orders (PP-PI-POR) Technical Completion of Process Orders Technical Completion of Process Orders Use Technical completion is the completion of a process order from the logistics point of view. choose Process order → Functions → Restrict processing → Revoke technical completion. the system checks the Technical completion business transaction (BTAB).

Process Orders (PP-PI-POR) Technical Completion of Process Orders SAP AG 186 April 2001 .

In the system. in contrast to technical completion. business closing. Activities You can close the order in the following ways: • • While changing an order. the order must have already reached status Released. Features The following actions are carried out when the order is closed: • • • • • In contrast to the technical completion. There are no future change records from the confirmation processes. The order balance is 0. • • • • The business transaction [Page 196] Close must be allowed for the order or operation. The system status Closed (CLSD) is set for the order and the operations. Control recipe created (CRCR) or Control recipe discarded (CRAB). revoke the Closed (CLSD) status. You can only display the order data. Other parts of collective orders are closed if they only contain orders that can be closed. To have status Technically completed. While carrying out mass processing (Logistics → Production process → Process order → Tools → Mass processing). You can no longer change the order. the status Closed (CLSD) is also set for lower-level orders. Prerequisites You can only perform (business) closing for a process order if: • The order has status Released (REL). is usually only called "close".SAP AG Process Orders (PP-PI-POR) Business Closing of Process Orders Business Closing of Process Orders Use As a rule you perform business closing of a process order when you do not expect any more cost postings for it. the inspection lots for the order must be completed). This means no more confirmations or goods movements are allowed for this order. All actions belonging to the status Technically completed [Page 185] (TECO) are carried out. There are no more open purchase requisitions. In the collective order. This status (or Technically completed) is a prerequisite for archiving. April 2001 187 . Such an order is then considered closed for cost accounting and is not taken into account when evaluating process orders that are still open. the orders along the way to the leading order are not closed either. This means that a system or user status does not stop you from doing so. no more costs can be posted to the order. and set the deletion flag. If the system detects an order in the collective order that cannot be closed. All data related to the process order is available and correct (For example. or commitments for it. orders. choose Process order → Functions → Restrict processing → Close. or Technically completed (TECO). choose Close in the Actions group box.

188 April 2001 .Process Orders (PP-PI-POR) Business Closing of Process Orders You can revoke closing as follows: • SAP AG While changing an order. choose Process order → Functions → Restrict processing → Revoke closing.

After a second residence time is over. See also: Archiving Process Orders (PP-PI) [Ext. Prerequisites Only one archiving object is required for archiving process orders. in a background job). Activating the deletion flag in the order 2. After a first residence time has elapsed. Carrying out an archiving run Orders that have already been archived can be restored and displayed in the R/3 System by means of a fourth step. Process Flow The reorganization of orders is divided into three steps in the R/3 System: 1. Activating the deletion indicator in the order 3. You can do this either manually or automatically (that is.SAP AG Process Orders (PP-PI-POR) Archiving Archiving Use Archiving process orders is part of the general reorganization procedure for orders. the deletion indicator is activated for those orders marked with a deletion flag by running a background job. the orders are archived and deleted from the database at the same time. It is called PR_ORDER. the retrieval function.] April 2001 189 . An order can only be archived after you have activated a deletion flag for it.

Log Log records are written and saved when you execute the function. Error messages that may occur are collected. Features The following mass processing functions are available: • • • • • • Scheduling Setting up capacity requirements Costing WM material staging Technical completion Closing Test Run You can specify whether the changes made in mass processing should only be carried out as a test. The log records are assigned to the order or the order network. also specify whether or not you want to limit the number of the orders to be processed.Process Orders (PP-PI-POR) Mass Processing SAP AG Mass Processing Use Mass processing allows you to carry out functions for several orders. If required. if you want another log and if you only want to carry out a test run. the function was carried out without restrictions. 190 April 2001 . Enter the selection criteria and choose the action to be executed. The log records contain information about how the mass processing functions are executed. Activities 1. None of the changes are written to the database. If no log record is available. Choose Logistics → Production . 2.Process → Process Order → Tools → Mass Processing.

The status activated influences which business transactions can be carried out on an object.SAP AG Process Orders (PP-PI-POR) Status Status Definition A status documents the current processing status of an object. the status of the object changes accordingly. April 2001 191 . on a process order. When business transactions are carried out on an object (for example. an operation or a component).

When you release a process order.Process Orders (PP-PI-POR) System/User Statuses SAP AG System/User Statuses The SAP System distinguishes between system statuses and user status. You cannot influence this status unless you carry out a business transaction which leads to a change of the system status (such as marking the process order as “technically complete”). You can activate any number of statuses in a process order. It informs the user that a particular function was carried out on an object. You can activate any number of user statuses alongside the internally activated system statuses. the system automatically sets the system status “released”. User status A user status is always activated by the user and can be created in addition to the existing system status. in other words. To activate user statuses. System Status A system status is a status set by the system. A system status cannot be influenced by the user.]). 192 April 2001 . you need to have created a status profile in Customizing for the relevant order type (see What is a Status Profile? [Ext. you can only delete or change a system status in conjunction with certain business transactions predefined in the system.

A list of the statuses for your process orders that are active are displayed. The Status tab page appears. choose the Business processes tab page.SAP AG Process Orders (PP-PI-POR) Display Status Display Status Use Along with the identification code displayed in the process order header. You can change a defined status profile in the Stat. Procedure 1. you can also call up the status in text form.prof field. To display the active status of a process order. choose . 2. If you want to display the business transactions allowed for this status. with or without the status number. Both forms are language-dependent. These are the system status or user status. April 2001 193 .

These statuses are also displayed in the System status field on the header screen.General Data screen provides information on the various statuses the system assigns to your order in the course of processing.Process Orders (PP-PI-POR) Status in Process Orders SAP AG Status in Process Orders The status menu that you can call up in the process order from the Header . Statuses in the Process Order Status CLSD SETC BNAS BCRQ BASC BRAR BRRQ ORTE ORAC ORRQ CRTD MSPT REL APG APGS APNG APRC APRS MACM MANC NTUP PCMN CSER PIGN CRFI CRCR Description Completed Settlement rule created Batch not assigned Order to be handled in batches Batch assignment complete Batch record archived Batch record required Order record terminated Order record archived Process data documentation/order record required Order created Material shortage Order released Approval granted (for appropriate order types) Single approval granted Approval not granted Based on approved recipe Approval withdrawn Material committed Material availability not checked Dates are not updated Production campaign Error in cost calculation Process instruction generated Control recipe finished Control recipe created 194 April 2001 .

SAP AG Process Orders (PP-PI-POR) Status in Process Orders CRAB TECO PCNF OPGN PRC Control recipe discarded Technically Completed Partially confirmed Operation generated Order pre-costed April 2001 195 .

Process Orders (PP-PI-POR) Business Transactions SAP AG Business Transactions What is a business transaction? A business transaction is an action through which an object (for example. a process order) is taken to another processing level that is indicated in the SAP System by a corresponding status. A status in inactive if it • • Has never been activated Was active before but has since been deactivated 196 April 2001 . you receive a warning message before the system carries out the transaction desired. It is up to you to decide if you want to proceed. A business transaction is an action carried out by the user at the screen. You want to mark a released process order for deletion. despite the warning. The system issues a warning message informing you that the order is not yet technically complete. However. such as • • • • • Releasing an order Releasing an operation Posting a goods receipt Entering a completion confirmation Printing an order How can a status influence a business transaction? A status can • • • Allow a business transaction Issue a warning before the business transaction is carried out Forbid the business transaction In the second case. When can you carry out a business transaction? To be able to carry out a business transaction. the order does not yet have the status “technically complete”. the following requirements must be met: • • At least one active status must allow the transaction No active status may forbid the transaction When is a status active? A status is active if it is set in the object.

the user status can always be activated.SAP AG Process Orders (PP-PI-POR) What is a Status Profile? What is a Status Profile? A status profile is created in customizing per order type. if a certain business transaction is carried out Allow or forbid certain transactions. Status "preparation" must be activated first. it is possible to activate status "execution". you can activate either status "preparation" or status "check". 2 3 4 4 1 1 2 4 Planning locked - In this example. When status "preparation" is active. you must also specify a lowest and a highest status number for the user status. Status 1 2 3 4 Preparation Execution Check Completion Lowest no. If status "execution" is active. If you assign a status number to a user status. Within a status profile you can • • • • • Define user statuses and document their function in long texts Specify the expected sequence of user statuses by assigning a "status number" to each user status Define an initial status. which is automatically set when the object is created Specify that a user status should automatically be activated. With the help of the status number you determine the sequence in which the user statuses are activated. only one user status with a status number can be active at any given time. You have defined the following user statuses with the following status numbers in a status profile: Example of User Statuses with Status Numbers Status no. If you do not assign a status number to a user status. April 2001 197 . Highest no. However. ths status "planning locked" can always be activated since it has no status number. if a status is active Status Numbers For every user status you can define a status number. These limit the status number interval from which the next user status can be selected.

a return to preceding statuses is no longer possible.Process Orders (PP-PI-POR) What is a Status Profile? SAP AG The lowest and highest number of the highest activated status number is always valid. In the above example it would therefore not be possible to first activate status "execution" from status "check" and to then activate status "preparation" from status "execution". you can activate either status "execution" or status "completion". Once status "completion" is activated. If status "check" is activated. 198 April 2001 .

Selection profiles are used for selection in the order information system. choose Master Data → Order → Define Selection Profiles in Customizing for Process Orders.SAP AG Process Orders (PP-PI-POR) What is a Selection Profile? What is a Selection Profile? In a selection profile. If you also want to select according to user status. you must enter the corresponding status profile when creating the selection profile. You cannot assign a status profile to a selection profile at a later time. For more information on creating a selection profile. you can define status combinations of user status and system status as selection criteria. You can enter the system status as well as user status in a selection profile. April 2001 199 .

200 April 2001 . The following applies to process orders with co-products: • • You can settle the main product and the co-product(s) to different receivers Goods movements can be posted simultaneously for all products manufactured in the order. but with separate settlement.Process Orders (PP-PI-POR) Co-Products SAP AG Co-Products Use Products that are usually manufactured together can now be produced using one process order. One product is regarded as the main product and the remaining products are described as co-products. The system automatically creates a separate order item for each of the co-products.

SAP AG Process Orders (PP-PI-POR) Process Orders with Co-Products: Prerequisites Process Orders with Co-Products: Prerequisites You must meet the following requirements if you want to create a process order with co-products: • • • Activate the indicator Co-product in the material master of the co-product (MRP 1 screen). The indicator Co-product must be activated in the General data screen of the material component. item type L). April 2001 201 . The co-product must exist as a component in the material list of the main product (negative quantity.

The apportionment structure specifies how the total costs should be distributed over the main product and the co-products. Based on this data. it is only possible to distribute actual costs. 202 April 2001 . the system creates the following when a process order is created: • • One settlement rule that distributes the total order costs over the main product and the coproducts (i.Process Orders (PP-PI-POR) Co-Products: Costs SAP AG Co-Products: Costs The costs for the orders are assigned to the order header and then distributed to the individual co-products according to equivalence numbers. You specify an apportionment structure in the material master of the main product.e. over the individual order items) One settlement rule per item that assigns the costs to stock At present.

April 2001 203 . you need to: 1. Define a source structure in Customizing. 4. the cost distribution must be the same for all cost element groups in the apportionment structure: Example of equivalence numbers without source structure Cost element grp Production costs Material costs Overhead Main product 2 2 2 Co-product 1 1 1 If you want to work with a source structure. 3. An apportionment structure can only be defined for co-products. Go to the material master of the main product. define an apportionment structure in the material master of the main product. Example of equivalence numbers with source structure Cost element grp Production costs Material costs Overhead Main product 1 2 5 Co-product 4 1 3 Here. you can enter different equivalence numbers for different cost element groups within the same apportionment structure.SAP AG Process Orders (PP-PI-POR) Co-Products: Using a Source Structure Co-Products: Using a Source Structure By using a source structure. Select the function key 'Co-prod. The system displays a dialog box in which you can enter apportionment structures. If you do not use a source structure. please make sure that the indicator Co-product is activated (indicator next to the function key). After this. 2. Therefore. manufacture'. the cost distribution varies between the cost element groups in the apportionment structure. Branch to the MRP 1 screen.

204 April 2001 .Process Orders (PP-PI-POR) Information Systems SAP AG Information Systems Use The following information systems are available for process manufacturing: • The order information system [Page 205] for − − • − − − − − − Reporting Mass processing The Shop Floor Information System enabling standard analyses for Resources Operations Material Process orders Material consumption Product costs For more information on the Shop Floor Information System. see the R/3 Library Logistics General -> Logistics Information System (LIS).

The following functions are available to display the objects selected from the database: • • Object Overview [Page 209] (Objects in hierarchical form. Features All orders that exist in the system can be included in the evaluations (including those with deletion flags/indicators). shows relationships between objects) Object Detail List [Page 211] (detailed information on individual objects) April 2001 205 . However. archived orders are not taken into account. Their layout can be adapted to suit your requirements.SAP AG Process Orders (PP-PI-POR) Order Information System Order Information System Use The order information system is a tool that offers the following shop floor control functions for process orders: • • Reporting Mass processing Evaluations are made using the logical database IOC and the original order tables. Prerequisites The profile for the individual objects and the overall profile you want to use for the information system must have been defined in Customizing. The order information system offers various list types in reporting.

206 April 2001 . the system needs to read the actual object as well as all the objects. When specifying which objects are read from the database. followed. note the following: To display a particular object. the confirmations. You want to have an overview of the status of all orders of a particular order type. The order header is at the top of the hierarchy. and so on. In this case. You can select the following data objects: • • • • • • • • • Order header Order item Documented goods movements Operations / phases / secondary resources Components (Individual) capacity requirements Confirmations (order header level. by the order items. You want additional information on partially released or partially confirmed operations (for example. sub-operation level) Automatic goods movements (order header level. In this case. order items. To be able to display components. the operations status). you can specify which objects are read from the database. operation sequences. make sure that all objects except for the order header are deselected. which are situated above that object on the data base. Object Hierarchies on the Database The objects are stored on the database in a hierarchical structure. the system will also automatically select all other required objects. the system needs to read the relevant order headers. operation level) Incorrect automatic goods movements (order header level. You want to create a list of all the components required for a certain group of orders. operations and components. If you select the object “components”. operation level) You can define an overall profile to specify which data objects are read from the database (see Order Information System: Profiles In Customizing [Page 207]). you must also select the object “operations”.Process Orders (PP-PI-POR) Search Optimization SAP AG Search Optimization Use To improve system performance. operation level. You can also change these settings manually on the initial screen.

The overall profile contains several subordinated single profiles. you can enter the following information: • • • • • A variant which can be used to suppress selection criteria Which objects to read from the database Which of these objects are to be displayed in the list Object up to which objects are to be expanded on the object overview Single profiles for all objects Single profiles In a single profile. influence the grouping of the fields and determine whether the values are to be displayed as percentage rates.SAP AG Process Orders (PP-PI-POR) Order Information System: Profiles In Customizing Order Information System: Profiles In Customizing Use The information displayed in the process order information system as well as the layout of the information is controlled via an overall profile. • Status filters Objects that have a status (for example. and components) can be filtered using a selection profile. You can enter the following information in a single profile: • • Fields displayed (both in object overview and object detail list) You can specify via a subprofile which fields are displayed when you call up the list. define the width of the columns. They contain information regarding selection criteria and layout of lists. Specifications on how the list is formatted You can. Grouping criteria You can specify via a subprofile how the fields are grouped together when you call up the list • User filters Via a report variant. order headers. for example. which you can enter on the initial screen. Overall profiles In an overall profile. you enter parameters relevant for the object overview list (first point only) and the object detail list (all points). April 2001 207 . The corresponding object list is automatically filtered according to these criteria when you call it up. • • Sort criteria You can specify via a subprofile how the fields are sorted when you call up the list. operations. you can store filter criteria for the objects.

208 April 2001 .Process Orders (PP-PI-POR) Order Information System: Profiles In Customizing SAP AG Activities Maintain the required profiles in Customizing.

you first need to mark the relevant objects). Two of these are of particular interest. for example. or in the overall profile. and now only want to process the operations. This can be specified in the transaction. If you then want to refresh the list to reflect the changes that you made. compressing phases when displaying operations). You change the displayed fields or the sequence of the field display via the field selection for object "operations". This can be specified in the transaction. selected "operations". you may only want to refresh the orders that have changed. compressing objects is useful for hierarchically subordinate objects (for ex. • Displaying fields/changing the field sequence You have. You therefore compress the object “sub-operations”. for example. (such as order/operation releases. Whereas suppressing irrelevant objects can be used for hierarchically superior objects (for example suppressing sequences when displaying operations). • Suppressing irrelevant objects You have. you may want to hide the object “operation” as it is of no interest to you. Partial refresh: If you have only changed a small number of orders in the list. In this case. etc. • Compressing selected objects You have. availability checks. as this would reduce the system load (To carry out a partial refresh. You can hide the remaining orders so that you can concentrate on the relevant orders. The following functions allow you to structure the information in a way which best suits your requirements: • Suppressing irrelevant orders You have. or you want to put it at the beginning of the line rather than at the end.). for example. selected phases. or in the overall profile. You either want to display the field "confirmed time". or in the overall profile. you have two options: • • Complete refresh: A complete refresh will update all process orders in the list. This can be specified in the transaction. Refreshing the List You can branch into any number of process orders within the list and carry out business transactions. for example. chosen all process orders that belong to a particular sales order. chosen all process orders to which a certain component is allocated. April 2001 209 .SAP AG Process Orders (PP-PI-POR) Object Overview Object Overview Use The object overview displays the objects selected from the process orders in hierarchical form. This makes it easy to see the relationship between the individual objects (for example component allocated to an operation or confirmation allocated to an order header).

Process Orders (PP-PI-POR) Object Overview SAP AG 210 April 2001 .

You want to display all components that were used during a particular period. The Process Order Information System offers you the following object detail lists: Object detail list. Header detail list Item detail list Operation detail list Component detail list Confirmation detail list Capacity detail list Goods movements Displays the following objects: Order headers Order items Order operations Order suboperations Order components Confirmations of orders Confirmations of phases Operation capacities Suboperation capacities Goods issues for backflushed components Automatic goods receipts Failed goods movements Goods issues for backflushed components Automatic goods receipts Purchase requisition Purchase order You can control the content and the layout of the list by specifying • • • Which fields are to be displayed for the object The layout of the fields (for example..SAP AG Process Orders (PP-PI-POR) Object Detail List Object Detail List Use Every object selected from the database can be • • Displayed in the object overview. or Displayed in the detail list Each detail lists contains detailed information on the object.. grouping or width of the field columns) The sequence in which the objects are displayed (ascending/descending order) April 2001 211 . since you do not require detailed information on the superior objects “operation” and “order”. The detail list is suited to this purpose. however. Similar objects (for example operations and phases) are displayed in one list. You can. group the information in the detail list according to order / operation.

the objects are restricted to order headers and components.Process Orders (PP-PI-POR) Object Detail List • • • • SAP AG A selection profile. field is displayed. If you do not specify which objects are to be displayed in the detail list. the system displays information on all objects. for example. The object detail list offers the following functionality: If you want to include planned orders in a collective availability check (see Collective Availability Checks [Page 213]). 212 April 2001 . the Sales order no. if you want to make the display of an object dependent on its status. you can branch to the sales order by positioning the cursor on the field. and choose Environment → Display object. You can print out information displayed on the lists You can filter the information displayed on the lists You can branch to other objects from within the list (If.

SAP AG Process Orders (PP-PI-POR) Collective Availability Checks Collective Availability Checks Use In the process order information system. See also: Availability Checks [Page 103] April 2001 213 . The orders to be checked can be process and/or planned orders. As with individual checks. you can check the material availability of several orders at the same time. These collective availability checks always carry out an overall availability check for each of the orders. the checking rule is determined via the order type (process orders) or the MRP group / plant parameters (planned order).

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